
Website Merrill Lynch
Job Description:
The Financial Advisor Development Program (FADP) is an industry-recognized training program for professionals who wish to build a wealth management business. The program sets you up for success by providing hands-on practice, support, and personalized coaching from dedicated performance managers, enabling you to come up-to-speed quickly as a successful Financial Advisor. New advisor mentoring has been our strength since 1946. Throughout the program, you’ll receive best-in-class training from our award-winning Academy, including dedicated support during the different stages of your training, helping you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more.
Job Responsibilities:
- Helping clients pursue and meet their financial goals by recommending suitable investment products and services
- Receiving ongoing professional development to deepen your skills and optimize your practice as the industry evolves
- Developing and growing your book of business by effectively sourcing prospective clients
- Utilizing market viewpoints, investment strategies, and model portfolios from our Chief Investment Office to efficiently scale your investment strategy while leveraging our advanced financial software to manage clients’ goals-based financial strategies
- Unlimited potential for financial growth starting with a base salary with bonus potential while in FADP
Job Requirements:
- Seeks solutions that are in the clients’ best interests
- Demonstrates an ability to influence
- Is comfortable in a business development role and finds ways to build strong connections with prospective clients
- Has strong relationship and interpersonal skills
- Can manage complexity, prioritize tasks and execute in a fast-paced environment
- Is ready to make a career transition and to grow as a Financial Advisor
- Is a quick and resourceful learner, takes initiative and can adapt to new information
- Adheres to high professional standards and integrity
- Sets and accomplishes goals, achieving whatever you put your mind to
- Works well with others and collaborates productively to get things done
- Communicates clearly and confidently with clients from all walks of life
Qualification & Experience:
- An ability to multi-task in a demanding environment
- At least 3 years of experience working in the financial service industry and/or a business development environment where goals were met or exceeded
- Securities Industry Essentials (SIE), Series 7 and /or Series 66 equivalent licenses
- Bachelor’s degree or higher
- An established network and connections
Job Details:
Company: Merrill Lynch
Vacancy Type: Full Time
Job Location: Manchester, NH, US
Application Deadline: N/A
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