Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Cent

Job Description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work and value diversity in business and employees.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADPFSAI), you will: obtain your Securities Industry licenses, receive dedicated study time for the Securities Industry Essentials, Series7 and Series
66 Exams; be taught foundational skills to become an advisor—acquiring, building and managing client relationships; consider a client’s complex financial picture and guide them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions; and work in a financial center delivering Bank of America’s core banking, investment solutions and client‑care approach.

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast‑paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to‑do’s and long‑term strategies for clients.

• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1‑2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift: 1st shift (United States of America) – 40 hours per week.

Subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.