Merrill Lynch Financial Advisor Development Program

Bank Of America Corporation Hagerstown , MD 21746

Posted 1 week ago

Job Description:

At Merrill, we're creating real, meaningful relationships with individuals across the country. We are looking for the next generation of Financial Advisors - those with a passion for growing a long-term career and a drive to make our clients' financial lives better.

The Financial Advisor Development Program (FADP) is an industry-recognized training program for professionals who wish to build a wealth management business. The program sets you up for success by providing hands-on practice, support, and personalized coaching from dedicated performance managers, enabling you to come up-to-speed quickly as a successful Financial Advisor. New advisor mentoring has been our strength since 1946. Throughout the program, you'll receive best-in-class training from our award-winning Academy, including dedicated support during the different stages of your training, helping you develop the critical skills and knowledge necessary for establishing a robust wealth management business-acquiring clients, developing relationships, providing tailored strategies and more.

While not required, we value industry knowledge and offer a $2,500 hiring bonus for individuals who have passed the Securities Industry Essentials (SIE) exam (or equivalent).

You will also have access to the resources and full capabilities of both Merrill and Bank of America. With our tools, powerful platform, and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you as you move through the different stages of development along the path to becoming an advisor.

This position is 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 your 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 disciplinary action up to and including termination.

As a Merrill Financial Advisor, you can look forward to

  • Developing and growing your book of business by effectively sourcing prospective clients

  • Helping clients pursue and meet their financial goals by recommending suitable investment products and services

  • Utilizing market viewpoints, investment strategies, and model portfolios from our Chief Investment Office to efficiently scale your investment strategy while leveraging our advanced financial software to manage clients' goals-based financial strategies

  • Receiving ongoing professional development to deepen your skills and optimize your practice as the industry evolves

  • Unlimited potential for financial growth starting with a base salary with bonus potential while in FADP

We'll help you

  • Get training and one-on-one coaching from FADP Performance Managers who are invested in your success

  • Earn your Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through dedicated support and study time

  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities

  • Become knowledgeable about core banking and investment solutions with access to firm and banking partners to meet client needs

  • Learn how to confidently connect with qualified prospects and engage with them to understand their financial goals

  • Build connections by tapping into a range of specialists, from banking and lending to insurance and retirement

  • Continuously learn and grow, with on-going career development support and mentorship

  • Achieve additional professional designations after completing FADP

We're a culture that

  • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients

  • Provides access to a wide range of benefit programs and resources that support you and your family

  • Is committed to responsible growth and supporting the communities we live in and serve

  • Provides continuous training and development opportunities to help our employees achieve their career goals, whatever their background or experience

  • Is invested in advancing our tools, technology, and ways of working to meet our clients' evolving needs

About us

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We're here to provide a supportive environment so you can focus on assisting your clients better and deepening relationships.

Required skills:

You're the kind of person that (required skills)

  • Sets and accomplishes goals, achieving whatever you put your mind to

  • Is comfortable in a business development role and finds ways to build strong connections with prospective clients

  • Demonstrates an ability to influence

  • Has strong relationship and interpersonal skills

  • Communicates clearly and confidently with clients from all walks of life

  • Adheres to high professional standards and integrity

  • Seeks solutions that are in the clients' best interests

  • Works well with others and collaborates productively to get things done

  • Can manage complexity, prioritize tasks and execute in a fast-paced environment

  • Is a quick and resourceful learner, takes initiative and can adapt to new information

  • Is ready to make a career transition and to grow as a Financial Advisor

Desired skills:

You'll be even more prepared if you have (desired skills)

  • Securities Industry Essentials (SIE), Series 7 and /or Series 66 equivalent licenses

  • At least 3 years of experience working in the financial service industry and/or a business development environment where goals were met or exceeded

  • An established network and connections

  • An ability to multi-task in a demanding environment

  • Bachelor's degree or higher

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Center Manager I

Fulton Financial Corporation

Posted 1 week ago

VIEW JOBS 4/29/2021 12:00:00 AM 2021-07-28T00:00 Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company and every success we experience begins with them. We hire team members who raise the bar, who are collaborative and inclusive, who build relationships, and who are looking for a long-term career with Fulton Bank. We strive to promote a culture of work-life balance, to unplug and recharge to be your best self, at work and at home. Overview Manager position available at our Dual Highway Financial Center. The primary responsibility of the Financial Center Manager is to lead and manage the operations, staff, and business performance of a designated Financial Center location. The incumbent will develop and implement the Center's sales and service plans to deliver a superior customer experience, initiate, retain and grow profitable customer relationships within the existing customer base and the local community, align with Consumer Business and Corporate goals and objectives, and adhere to operational risk, compliance and regulatory requirements. Responsibilities * Plan, assign and evaluate the work of staff, screen and select candidates, provide guidance and coaching, establish individual goals and objectives, monitor volume, workflow and quality, manage performance to include conducting performance appraisals, make pay recommendations, partner with Human Resources to resolve employment related issues * Develop and implement the Financial Center's business plan to drive efforts of the Financial Center Sales and Service staff to achieve established goals for new and existing customers, oversee the application of Fulton's Sales Management Process, monitor and evaluate individual and collective progress * Build and maintain knowledge and network of local community, engage individuals, local small businesses, business groups and community organizations, identify and research business banking opportunities, develop and implement plans to market FFC products and services, participate directly in sales engagements and activities, represent Fulton as a positive force bringing value to the local community * Oversee the implementation of established internal operating processes and procedures, ensure adherence to all risk management and compliance initiatives and applicable regulations, evaluate operating efficiency of the Center and make adjustments to maximize efficiency, profitability and deliver the optimal customer experience, resolve escalated customer issues * Contribute to and promote broader business and corporate initiatives, consistently message to staff and other stakeholders in support of the Bank's strategic goals, lead Center team through organizational change, partner with the Commercial segment, support business planning, champion culture activities, participate in specified focus groups and task forces as appropriate Qualifications Education Bachelor Degree or the equivalent experience. (Required) Experience 3 or more years banking, financial services or sales. (Required) 2 or more years leading sales, operations or risk management. (Required) This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future. EEO Statement Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. NMLS This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing. Fulton Financial Corporation Hagerstown MD

Merrill Lynch Financial Advisor Development Program

Bank Of America Corporation