SanDiegoRecruiter Since 2001
the smart solution for San Diego jobs

Merrill Lynch Financial Advisor Development Program

Company: Bank of America
Location: Bonsall
Posted on: May 18, 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 strategies

    What 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 mentorship

      Who 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 higher

        About 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:40

Keywords: Bank of America, San Diego , Merrill Lynch Financial Advisor Development Program, Accounting, Auditing , Bonsall, California

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


Weekend Cash
Description: Job description: -- Earn up to 32/HR by providing a safe and reliable transportation service to children. Set your own schedule and Be Your Own Boss. Work during Safe Hours and feel comfortable.
Company: Zum
Location: Potrero
Posted on: 06/16/2019

Night Auditor (Part-Time) - Residence Inn San Diego La Jolla - (19080989)
Description: Here's To Your Journey with Residence Inn Residence Inn by Marriott helps guests thrive while on long stays so they can perform at their best. Spacious suites with full kitchens offer the comforts of (more...)
Company: Marriott International, Inc.
Location: Oceanside
Posted on: 06/17/2019

Financial Services
Description: The Agent OpportunityWe look for people who: Want to make a positive difference in people's lives and in their community Want a career that is both personally and financially rewarding Have key entrepreneurial (more...)
Company: State Farm
Location: San Diego
Posted on: 06/16/2019


Financial Services
Description: The Agent OpportunityWe look for people who: Want to make a positive difference in people's lives and in their community Want a career that is both personally and financially rewarding Have key entrepreneurial (more...)
Company: State Farm
Location: Carlsbad
Posted on: 06/17/2019

Weekend Cash
Description: Job description: -- Earn up to 32/HR by providing a safe and reliable transportation service to children. Set your own schedule and Be Your Own Boss. Work during Safe Hours and feel comfortable.
Company: Zum
Location: Descanso
Posted on: 06/16/2019

Bonita Accounting Tutor Jobs
Description: Bonita Accounting Tutor Jobs Varsity Tutors has students in Bonita looking for Accounting tutoring. Varsity Tutors is a live learning platform that connects tutors with students
Company: Varsity Tutors
Location: San Diego
Posted on: 06/17/2019

Senior Development Manager - Common Tax Platform
Description: Overview Come join the Common Tax Platform team as an Engineering Manager. Common Tax Platform is a strategic effort to build a Tax Platform that powers the logic and experience of several flagship products (more...)
Company: Intuit
Location: San Diego
Posted on: 06/16/2019

Weekend Cash
Description: Job description: -- Earn up to 32/HR by providing a safe and reliable transportation service to children. Set your own schedule and Be Your Own Boss. Work during Safe Hours and feel comfortable.
Company: Zum
Location: Tecate
Posted on: 06/16/2019

Ready for Financial Freedom??
Description: Please come check out this awesome work at home opportunity Start Free, no obligation and no purchase requirement,
Company: AmeriPlan
Location: Pasadena
Posted on: 06/17/2019

Accountant 3
Description: Kelly Services is seeking Accountant 3 for one of the nation's largest diversified financial services organizations located in San Diego, CA. br br Job Title: Accountant 3 br br Location: San (more...)
Company: Kelly Services
Location: San Diego
Posted on: 06/16/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Diego RSS job feeds