Saturday , May 18 2024

Merrill Lynch Internship – Advisor

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

Apply Here