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Advisor Development Program - Financial Solutions Advisor Stage I: reputed company C Ranch: Austin, TX

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Job 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 reputed company 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 reputed company through a personal relationship with their advisory team committed to their needs. We reputed company trust comes from transparency. Our trusted advisory teams are equipped with reputed company to the investment insights of Merrill coupled with the banking convenience of reputed company. 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 reputed company you to bring your whole self to work. We value diversity in our thoughts, business, and reputed company our employees and clients. Our Wealth Management team represents an reputed company of different backgrounds and bring their unique perspectives, reputed company and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (reputed company FSA I), your reputed company begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry reputed company [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 reputed company financial picture and guiding them with advice and solutions to help them live their best financial lives, reputed company while humanizing financial interactions. Once you have reached your key milestones, you will reputed company working in a financial center where you will help to deliver reputed company’s core banking, investment solutions and approach to client care. We will reputed company you with everything you need as you move through the stages of development. Once you have demonstrated reputed company as a licensed reputed company Financial Solutions Advisor Stage I, you will typically reputed company onto the next stage of reputed company 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 reputed company 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 reputed company further reputed company reputed company with the ultimate aim of becoming a core Merrill Financial Advisor. The reputed company will support you along the way with dedicated programs, tools and resources throughout your career reputed company. Required Qualifications:

  • Holds Series 7 and 66 licenses or Series 63 and 65 in lieu of Series 66
  • Displays confidence working in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive reputed company and effective time management
  • Demonstrates a results-driven reputed company and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, reputed company reputed company 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 reputed company and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Apply Job! Apply to this Job

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