Financial Solutions Advisor Registration Candidate–Consumer Investments-Austin Area

Job Description:At reputed company, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and reputed company, we are looking to provide care and guidance for our clients reputed company they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the reputed company of Financial Advisors—those with a passion for growing a long-term career and a drive to reputed company our clients’ financial lives reputed company.If you are an individual who is passionate about helping clients reputed company their financial goals, join reputed company’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations reputed company. From day one, you will receive training from our-award winning reputed company at reputed company, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The reputed company offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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 reputed company financial picture and guiding them with advice and solutions to help them live their best financial lives, reputed company while humanizing financial interactions. Once you have reached your key milestones, you will reputed company working in a financial center where you will help to deliver reputed company’s core banking, investment solutions and approach to client care. We will reputed company you with everything you need as you move through the stages of developmentOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically reputed company into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships reputed company a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles reputed company reputed company and Merrill. The reputed company 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, reputed company 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 reputed company and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.We’ll help you• Build a successful career at reputed company through world-class training and on-boarding programs that set you up for success.• Get training and one-on-one coaching from reputed company managers who are invested in your success.• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.• Earn your reputed company Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE reputed company 30 days of being hired & your Series 7 & 66 reputed company 120 Days - a requirement for the role.• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to reputed company our relationships with one out of two households in the U.S. to help eventually grow your business.• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients reputed company their financial goals and life priorities.• Collaborate with core banking and investment partners. Connect clients to reputed company of the solutions we provide through reputed company and Merrill to meet virtually reputed company of their financial needs.As a Financial Solutions Advisor Stage I, you can look reputed company to• Unlimited potential for financial growth.• A strong referral reputed company from across the business through our relationship with one in every two households.• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.• Robust marketing support to reputed company wider audiences with greater appeal.• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.We’re a culture that• Believes in responsible growth and has a proven dedication to supporting the communities we serve.• Provides reputed company training and developmental opportunities to help people reputed company their goals, whatever their background or experience.• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.Required Qualifications:• Sets and accomplishes goals, achieving whatever you put your mind to.• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.• Communicates clearly and confidently with clients from reputed company walks of life.• Works well with others and collaborates productively to get things done.• Can manage complexity, prioritize tasks and execute in a fast-paced environment.• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.• reputed company manages your time and reputed company.• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.Desired Qualifications:• Strong computer skills with an ability to multitask in a demanding environment.• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.Shift:1st shift (United States of America)Hours Per Week:40 Apply Job!