Merrill Financial Solutions Advisor Trainee - Renton, WA
Overview
As an Advisor Development Program Financial Solutions Advisor Trainee, you will launch your career in wealth management with Merrill Lynch, starting with sponsored study time to earn Series 7 and Series 66 licenses. You will be trained to build client relationships and deliver banking and investment solutions at Bank of America financial centers. This role offers a structured path to advance to a Merrill Financial Solutions Advisor with the ultimate goal of becoming a core Merrill Financial Advisor. The Academy supports your growth with dedicated programs and resources.
What You'll Do8
- 1Earn Series 7, Series 66, and SIE licenses with dedicated study time and support.
- 2Build client relationships through effective communication and collaboration in a financial center.
- 3Apply learnings to identify appropriate client solutions for banking and investment needs.
- 4Manage time proactively to meet client expectations and sales goals.
- 5Conduct regulatory due diligence in daily activities and long-term client strategies.
- 6Progress through the Advisor Development Program to become a Merrill Financial Solutions Advisor after hitting key milestones.
- 7Help deliver Bank of America core banking and investment solutions to clients.
- 8Prioritize client interests while demonstrating a results-driven mindset.
Requirements9
- 11+ years in financial services or sales experience, or a Bachelor's degree.
- 2Confidence working in a sales role and building client relationships.
- 3Proactive mindset and effective time management.
- 4Results-driven with a focus on client interests.
- 5Ability to identify solutions using learnings and new information.
- 6Apply regulatory due diligence in daily activities.
- 7Learn and adapt to new technology or applications.
- 8Execute multiple tasks simultaneously.
- 9Meet SAFE Act registration requirements, including background check and registration process.
Salary Insight
$58 - $69k per year
Location
Required Skills
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