Urgent! Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Mountain Plains Merrill Market Job Opening In Boulder – Now Hiring Bank of America
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.
We believe trust comes from transparency.
Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work.
We value diversity in our thoughts, business, and within our employees and clients.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs.
Additionally, they align Merrill and Bank of America products and services where appropriate.
We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be.
You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA).
This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
We’re a culture that
Required Qualifications:
Desired Qualifications:
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 this position requires SAFE Act registration, employees are 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.
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - CO - Boulder - 921 WALNUT ST (CO9921), US - CO - Colorado Springs - 90 S CASCADE AVE - PALMER CENTER (CO9090)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible.✨ Smart • Intelligent • Private • Secure
Practice for Any Interview Q&A (AI Enabled)
Predict interview Q&A (AI Supported)
Mock interview trainer (AI Supported)
Ace behavioral interviews (AI Powered)
Record interview questions (Confidential)
Master your interviews
Track your answers (Confidential)
Schedule your applications (Confidential)
Create perfect cover letters (AI Supported)
Analyze your resume (NLP Supported)
ATS compatibility check (AI Supported)
Optimize your applications (AI Supported)
O*NET Supported
O*NET Supported
O*NET Supported
O*NET Supported
O*NET Supported
European Union Recommended
Institution Recommended
Institution Recommended
Researcher Recommended
IT Savvy Recommended
Trades Recommended
O*NET Supported
Artist Recommended
Researchers Recommended
Create your account
Access your account
Create your professional profile
Preview your profile
Your saved opportunities
Reviews you've given
Companies you follow
Discover employers
O*NET Supported
Common questions answered
Help for job seekers
How matching works
Customized job suggestions
Fast application process
Manage alert settings
Understanding alerts
How we match resumes
Professional branding guide
Increase your visibility
Get verified status
Learn about our AI
How ATS ranks you
AI-powered matching
Join thousands of professionals who've advanced their careers with our platform
Unlock Your Advisor Development Potential: Insight & Career Growth Guide
Real-time Advisor Development Jobs Trends in Boulder, United States (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Advisor Development in Boulder, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 51051 jobs in United States and 29 jobs in Boulder. This comprehensive analysis highlights market share and opportunities for professionals in Advisor Development roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Bank of America is currently hiring and seeking a Advisor Development Program Financial Solutions Advisor Trainee (Centralized) Mountain Plains Merrill Market to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Advisor Development Program Financial Solutions Advisor Trainee (Centralized) Mountain Plains Merrill Market Jobs Boulder.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Bank of America adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Advisor Development Program Financial Solutions Advisor Trainee (Centralized) Mountain Plains Merrill Market Jobs United States varies, but the pay scale is rated "Standard" in Boulder. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Advisor Development Program Financial Solutions Advisor Trainee (Centralized) Mountain Plains Merrill Market typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
To improve your chances of getting hired for Advisor Development Program Financial Solutions Advisor Trainee (Centralized) Mountain Plains Merrill Market, consider enhancing your skills. Check your CV/Résumé Score with our free Resume Scoring Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.
Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Advisor Development Program Financial Solutions Advisor Trainee (Centralized) Mountain Plains Merrill Market interview at Bank of America, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Bank of America's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
Setting up job alerts for Advisor Development Program Financial Solutions Advisor Trainee (Centralized) Mountain Plains Merrill Market is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!