Advisor Development Program
Company: Disability Solutions
Location: Wilmette
Posted on: September 30, 2024
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Job Description:
Job Description:As an Advisor Development Program Financial
Solutions Advisor Stage I (ADP FSA I), your journey begins
obtaining your Securities Industry licenses, where you receive
dedicated study time for your Securities Industry Essentials [SIE],
Series 7 and Series 66 Exams. Once you obtain your licenses, you
will be taught the foundational skills needed to be an advisor -
from acquiring, building and managing client relationships to
considering a client's complex financial picture and guiding them
with advice and solutions to help them live their best financial
lives, all while humanizing financial interactions. Once you have
reached your key milestones, you will begin working in a financial
center where you will help to deliver Bank of America's core
banking, investment solutions and approach to client care. We will
equip you with everything you need as you move through the stages
of development.Once you have demonstrated success as a licensed ADP
Financial Solutions Advisor Stage I, you will typically progress
onto the next stage of ADP as a Merrill Financial Solutions Advisor
(MFSA). In that role you will transition to a local Merrill Wealth
Management office and continue to practice the skills you've
learned in ADP by beginning to build a new portfolio of affluent
and high net worth clients. As a successful MFSA, you will then
have the opportunity to progress further within ADP with the
ultimate aim of becoming a core Merrill Financial Advisor. The
Academy will support you along the way with dedicated programs,
tools and resources throughout your career journey.This position is
subject to SAFE Act registration requirements. Pursuant to the SAFE
Act requirements, all employees engaged in residential loan
mortgage originations must register with the federal registry
system and remain in good standing. Since your position requires
SAFE Act registration, you will be required to register and to
submit to the required SAFE Act background check and registration
process. Failure to obtain and/or maintain SAFE Act registration
may result in your immediate termination.Required skills:
Keywords: Disability Solutions, Chicago , Advisor Development Program , Accounting, Auditing , Wilmette, Illinois
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