Associate Financial Development Program (AFADP)- Private Executive Services
New York, NY
Merrill Lynch provides a high-touch client experience through a network of approximately 15,000 client-facing financial advisors to our affluent clients with a personal wealth profile of at least $250,000 of investable assets. The Advisor Development role is a 12 month training program for our returning Merrill Lynch Wealth Management interns who wish to build a wealth management business and become a full-fledged Financial Advisor. It is a structured and disciplined program that demonstrates our on-going commitment to the growth and progress of our Merrill Lynch Financial Advisors. Advisor development program participants will have the opportunity to build upon their learnings from their intern experience by passing required FINRA registration exams, learning the client centric goals-based approach for client service, build business acumen to understand the vast opportunities to leverage with clients across Bank of America and Merrill Lynch, and complete a robust training curriculum with key milestones. Throughout the 12 month program, participants will have on the job application with work assignments, knowledge checks and assessments to determine progress. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually employed by MLPF&S and the Bank of America, NA. The requirements for dual employment and the permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual. 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.
1st shift (United States of America)
Hours Per Week: