Advisor Development Program - Financial Solutions Advisor Trainee (Centralized)
Stryker Corporation, Boulder, CO, United States
Job Description
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our advisors specialize 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 an advisory team committed to their needs. The team is equipped with access to investment insights of Merrill coupled with the banking convenience of Bank of America.
Role Overview
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, you begin your journey by obtaining Securities Industry licenses. You receive dedicated, personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After licensing, you are taught foundational advisor skills such as acquiring, building, and managing client relationships, and guiding clients through their complex financial picture. You then join the centralized team as a phone‑based, licensed advisor.
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within the required time frames.
Participate in structured training to acquire advisor skills such as client acquisition, relationship management, and solution recommendations.
Provide clients with holistic financial advice and guidance via phone, identifying broader product and service solutions that meet their investment, savings, and liability management needs.
Align Merrill and Bank of America products and services where appropriate to meet client needs.
Conduct client reviews and presentations, recommending strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to all available solutions.
Opportunities
Build a successful career
at Bank of America through world‑class training and onboarding programs.
Receive one‑on‑one coaching
from Academy managers invested in your success.
Grow your business knowledge
by using a consultative approach to identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses
via structured lessons and dedicated study time.
Build your network
starting at a financial center, interacting with banking customers, small business owners, and higher net‑worth clients.
Provide end‑to‑end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies for client goals.
Collaborate with core banking and investment partners
to meet clients’ financial needs.
Benefits & Compensation
Pay range: $28.85 - $33.65 hourly based on experience, education, and skill set.
Base salary with no incentive eligibility.
Benefits eligibility includes industry‑leading benefits, paid time off, and resources to support personal and professional growth.
Required Qualifications
Displays confidence working in a sales role.
Builds strong client relationships through effective communication and collaboration.
Displays a proactive mindset and effective time management.
Demonstrates a results‑driven mindset and prioritizes client interests.
Identifies appropriate client solutions through application of learnings and new information.
Applies relevant regulatory due diligence in daily activities and creates 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.
Additional Job Details
Shift: 1st shift (United States of America)
Hours per week: 40
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. All employees are required to submit to the required SAFE Act background check and registration process.
Location: US - CO - Boulder - 921 WALNUT ST (CO9921)
#J-18808-Ljbffr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our advisors specialize 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 an advisory team committed to their needs. The team is equipped with access to investment insights of Merrill coupled with the banking convenience of Bank of America.
Role Overview
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, you begin your journey by obtaining Securities Industry licenses. You receive dedicated, personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After licensing, you are taught foundational advisor skills such as acquiring, building, and managing client relationships, and guiding clients through their complex financial picture. You then join the centralized team as a phone‑based, licensed advisor.
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within the required time frames.
Participate in structured training to acquire advisor skills such as client acquisition, relationship management, and solution recommendations.
Provide clients with holistic financial advice and guidance via phone, identifying broader product and service solutions that meet their investment, savings, and liability management needs.
Align Merrill and Bank of America products and services where appropriate to meet client needs.
Conduct client reviews and presentations, recommending strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to all available solutions.
Opportunities
Build a successful career
at Bank of America through world‑class training and onboarding programs.
Receive one‑on‑one coaching
from Academy managers invested in your success.
Grow your business knowledge
by using a consultative approach to identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses
via structured lessons and dedicated study time.
Build your network
starting at a financial center, interacting with banking customers, small business owners, and higher net‑worth clients.
Provide end‑to‑end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies for client goals.
Collaborate with core banking and investment partners
to meet clients’ financial needs.
Benefits & Compensation
Pay range: $28.85 - $33.65 hourly based on experience, education, and skill set.
Base salary with no incentive eligibility.
Benefits eligibility includes industry‑leading benefits, paid time off, and resources to support personal and professional growth.
Required Qualifications
Displays confidence working in a sales role.
Builds strong client relationships through effective communication and collaboration.
Displays a proactive mindset and effective time management.
Demonstrates a results‑driven mindset and prioritizes client interests.
Identifies appropriate client solutions through application of learnings and new information.
Applies relevant regulatory due diligence in daily activities and creates 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.
Additional Job Details
Shift: 1st shift (United States of America)
Hours per week: 40
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. All employees are required to submit to the required SAFE Act background check and registration process.
Location: US - CO - Boulder - 921 WALNUT ST (CO9921)
#J-18808-Ljbffr