Advisor Development Program - Financial Solutions Advisor Trainee: Eastfield - Boston Road Financial Center

Merrill

4

(5)

Springfield, MA

Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • #JR-24001543

    Position summary

    the stages of development.

    Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

    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 your immediate termination.

    Required skills:
    • Sets and accomplishes goals, achieving whatever you put your mind to.
    • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
    • Communicates clearly and confidently with clients from all walks of life.
    • Works well with others and collaborates productively to get things done.
    • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
    • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
    • Efficiently manages your time and capacity.
    • Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.

    Desired skills:
    • Strong computer skills with an ability to multitask in a demanding environment.
    • A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
    • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    40

    Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.