Merrill Lynch Financial Advisor Development Program Career Event January 28, 2020

Bank Of America Corporation Raleigh , NC 27611

Posted 2 months ago

Job Description:

FINANCIAL ADVISOR DEVELOPMENT PROGRAM - CAREER EVENT ON 1/28/2020

PLEASE APPLY AND SUBMIT RESUME FOR AN INVITATION!

The event will take place:

Date: Tuesday January 28, 2020

Time: 6:00 p.m. Sharp!

THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR

Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We'll help you develop the critical skills and knowledge necessary for establishing a robust wealth management businessacquiring clients, developing relationships, providing tailored strategies and more.

You will also be able to use the deep resources and full capabilities of both Merrill Lynch 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.

Compensation and program benefits:

  • Base salary through the full 43 months with bonus potential

  • Preparation for registration exams, including Series 7 and Series 66

  • Ongoing access to firm and banking partners to meet client needs

  • Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office

  • Wealth Outlook tools platform to manage clients' goals-based financial strategies

What you'll do:

As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals.

Your responsibilities are, but not limited to:

  • Developing and/or growing a book of business to meet and exceed pre-defined goals

  • Effectively sourcing prospective clients

  • Recommending investment products and services that are suitable for prospects and clients based on their goals

  • Balancing investment management, sales activities, and new client development

  • Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship

Who you are:

You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients' best interests.

You have:

  • Strong relationship and interpersonal skills

  • Bachelor's degree or higher

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 deepen relationships.

[1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards.

Shift:
1st shift (United States of America)

Hours Per Week:
40


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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. 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. 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 You're the kind of person that (required skills) * Sets and accomplishes goals, achieving whatever you put your mind to * Is comfortable in a sales role and finds ways to build strong connections with prospective clients * Demonstrates a sales acumen or sales orientation * 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 You'll be even more prepared if you have (desired skills) * At least 3 years of experience working in the financial service industry and/or a sales/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 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. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank Of America Corporation Raleigh NC

Merrill Lynch Financial Advisor Development Program Career Event January 28, 2020

Bank Of America Corporation