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Merrill Lynch Financial Advisor Development Program

Company: Bank of America
Location: Boca Raton
Posted on: May 5, 2021

Job Description:

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 Associated topics: algorithm, application, back end, c#, java, perl, programming, sdet, software engineer, sw

Keywords: Bank of America, Boca Raton , Merrill Lynch Financial Advisor Development Program, Accounting, Auditing , Boca Raton, Florida

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