Financial Solutions Coach
2 days ago
Overview:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. Our mission is to empower individuals, companies, and institutions to achieve their financial goals.
We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
The Role:
As an ADP Financial Solutions Advisor Stage I, your primary responsibility will be to acquire the necessary skills and knowledge to become a successful financial advisor. This includes obtaining Securities Industry licenses, learning about our investment products, and developing strong client relationships.
You will also be responsible for working in a financial center, delivering Bank of America's core banking, investment solutions, and approach to client care. As you progress through the ADP stages, you will have the opportunity to build a new portfolio of affluent and high net worth clients.
Requirements:
- 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
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