EauClaireRecruiter
the smart solution for Eau Claire jobs

Merrill Lynch Financial Advisor Development Program

Company: Bank of America
Location: Eau Claire
Posted on: January 9, 2019

Job Description:

Job Description:THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR
Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We---ll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business---acquiring clients, developing relationships, providing tailored strategies and more.
You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you.Compensation and program benefits:
--- Base salary through the full 43 months with bonus potential
--- Preparation for registration exams, including Series 7 and Series 66
--- Ongoing access to firm and banking partners to meet client needs
--- Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office
--- Wealth Outlook tools platform to manage clients--- goals-based financial strategiesWhat you---ll do:
As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals.
Your responsibilities are, but not limited to:
--- Developing and/or growing a book of business to meet and exceed pre-defined goals
--- Effectively sourcing prospective clients
--- Recommending investment products and services that are suitable for prospects and clients based on their goals
--- Balancing investment management, sales activities, and new client development
--- Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorshipWho you are:
You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients--- best interests.You have:
--- Strong relationship and interpersonal skills
--- Bachelor---s degree or higherAbout us
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We---re here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships.
[1] Merrill Lynch---s Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for ---Best Sales Training and Performance Program--- in the 2017 Brandon Hall Group Sales Performance Awards.Shift:1st shift (United States of America)Hours Per Week: 37.5

Keywords: Bank of America, Eau Claire , Merrill Lynch Financial Advisor Development Program, Accounting, Auditing , Eau Claire, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Advanced Finance Analytics Sr Consultant
Description: At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. We re looking for talented people who will put our customers at the center of everything we do. Join (more...)
Company: Wells Fargo
Location: Saint Paul
Posted on: 01/24/2019

Associate Financial Advisor (Rogers, MN)
Description: In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document (more...)
Company: NorthStar Services
Location: Minneapolis
Posted on: 01/25/2019

Associate Financial Advisor (Bayport, MN)
Description: br In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete br the required employment eligibility verification (more...)
Company: NorthStar Services
Location: Bayport
Posted on: 01/24/2019


Financial Advisor
Description: Financial Advisor We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will (more...)
Company: Fidelity Investments
Location: Saint Paul
Posted on: 01/24/2019

WORK AT HOME - Inpatient and Outpatient Coding Compliance Auditor
Description: The Inpatient and Outpatient Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient and all Outpatient services. Review documentation and related coding (more...)
Company: Mommy Jobs Online
Location: Minneapolis
Posted on: 01/25/2019

Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: OverviewJoin Our Virtual Tax Network At Employer, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Saint Paul
Posted on: 01/24/2019

Inpatient and Outpatient Coding Compliance Auditor
Description: The Inpatient and Outpatient Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient and all Outpatient services. Review documentation and related coding (more...)
Company: Mommy Jobs Online
Location: Eden Prairie
Posted on: 01/25/2019

Cost Accounting Assistant
Description: Cost Accounting Assistant needs 2 years related experience in a manufacturing environment Cost Accounting Assistant requires: knowledge and experience in standard
Company: Globa Channel Management, Inc.
Location: Minneapolis
Posted on: 01/25/2019

Current College Students - Business (Finance, Accounting, Economics) Tutor (more than $1k+/mo)
Description: Varsity Tutors is looking to contract with tutors to connect with clients across a variety of academic subjects and major test prep through Varsity Tutors' platform. There are many benefits of tutoring (more...)
Company: Varsity Tutors
Location: Rochester
Posted on: 01/25/2019

Operations Accounting Clerk 2
Description: Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything (more...)
Company: Wells Fargo
Location: Saint Paul
Posted on: 01/25/2019

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Eau Claire RSS job feeds