Back to search results

Merrill Lynch Financial Advisor Development Program

Houston, Texas;

Job Description:

At Merrill, we’re creating real, meaningful relationships with individuals across the country. We are looking for the next generation of Financial Advisors – those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

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.


While not required, we value industry knowledge and offer a $2,500 hiring bonus for individuals who have passed the Securities Industry Essentials (SIE) exam (or equivalent).

You will also have access to the resources and full capabilities of both Merrill 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 as you move through the different stages of development along the path to becoming an advisor.

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 disciplinary action up to and including termination.

As a Merrill Financial Advisor, you can look forward to

• Developing and growing your book of business by effectively sourcing prospective clients
• Helping clients pursue and meet their financial goals by recommending suitable investment products and services
• 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
• Receiving ongoing professional development to deepen your skills and optimize your practice as the industry evolves
• Unlimited potential for financial growth starting with a base salary with bonus potential while in FADP

We’ll help you

• Get training and one-on-one coaching from FADP Performance Managers who are invested in your success
• Earn your Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through dedicated support and study time
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities
• Become knowledgeable about core banking and investment solutions with access to firm and banking partners to meet client needs
• Learn how to confidently connect with qualified prospects and engage with them to understand their financial goals
• Build connections by tapping into a range of specialists, from banking and lending to insurance and retirement
• Continuously learn and grow, with on-going career development support and mentorship
• Achieve additional professional designations after completing FADP

We’re a culture that

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients
• Provides access to a wide range of benefit programs and resources that support you and your family
• Is committed to responsible growth and supporting the communities we live in and serve
• Provides continuous training and development opportunities to help our employees achieve their career goals, whatever their background or experience
• Is invested in advancing our tools, technology, and ways of working to meet our clients’ evolving needs

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 deepening relationships.

Required skills:

You’re the kind of person that:
• Sets and accomplishes goals, achieving whatever you put your mind to
• Is comfortable in a business development role and finds ways to build strong connections with prospective clients
• Demonstrates an ability to influence
• Has strong relationship and interpersonal skills
• Communicates clearly and confidently with clients from all walks of life
• Adheres to high professional standards and integrity
• Seeks solutions that are in the clients’ best interests
• Works well with others and collaborates productively to get things done
• Can manage complexity, prioritize tasks and execute in a fast-paced environment
• Is a quick and resourceful learner, takes initiative and can adapt to new information
• Is ready to make a career transition and to grow as a Financial Advisor

Desired skills:

You’ll be even more prepared if you have

  • Securities Industry Essentials (SIE), Series 7 and /or Series 66 equivalent licenses
    • At least 3 years of experience working in the financial service industry and/or a business development environment where goals were met or exceeded
    • An established network and connections
    • An ability to multi-task in a demanding environment
    • Bachelor’s degree or higher

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20021478

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
800 Capitol St, TX, Houston, 77002
Additional Locations:
7675 FOLSOM DR (TX6867), Beaumont, Texas, United States 1 COWBOYS WAY (TX2574), Frisco, Texas, United States 3401 COLLEGE BLVD (KS3401), Leawood, Kansas, United States 14636 N Scottsdale Rd, Scottsdale, Arizona, United States 13355 NOEL RD, Dallas, Texas, United States 6950 TPC DR, McKinney, Texas, United States 275 E Rivulon Blvd (AZ8405), Gilbert, Arizona, United States 5910 N CENTRAL EXPY, Dallas, Texas, United States 800 N SHORELINE BLVD (TX6800), Corpus Christi, Texas, United States 301 S 12TH ST (NE9301), Lincoln, Nebraska, United States 6751 OLD JACKSONVILLE HWY (TX6751), Tyler, Texas, United States 13321 CALIFORNIA ST (NE9133), Omaha, Nebraska, United States 550 N Poplar St (WY9550), Casper, Wyoming, United States 3700 BUFFALO SPEEDWAY, Houston, Texas, United States 4699 N MESA ST, El Paso, Texas, United States 600 ROCKMEAD DR, Kingwood, Texas, United States 301 COMMERCE ST (TX1301), Fort Worth, Texas, United States 607 W 3rd St (TX9208), Austin, Texas, United States 1780 Hughes Landing Blvd (TX6570), The Woodlands, Texas, United States 9595 SIX PINES DR (TX6595), The Woodlands, Texas, United States 5128 Apache Plume Rd (TX6494), Fort Worth, Texas, United States 580 WESTLAKE PARK BLVD (TX6580), Houston, Texas, United States 4281 Esplanade Pl (TX6400), Flower Mound, Texas, United States 510 N VALLEY MILLS DR (TX6510), Waco, Texas, United States 2800 Post Oak Blvd, Houston, Texas, United States 1509 EMERALD PKWY, College Station, Texas, United States 2555 E CAMELBACK RD (AZ3912), Phoenix, Arizona, United States 501 S AUSTIN AVE (TX6501), Georgetown, Texas, United States 14100 N 83RD AVE (AZ3908), Peoria, Arizona, United States 3700 N CAPITAL OF TEXAS HWY (TX6370), Austin, Texas, United States 1630 E BRADFORD PKWY (MO9630), Springfield, Missouri, United States 4801 MAIN ST (MO9480), Kansas City, Missouri, United States 400 CHESTERFIELD CTR (MO9400), Chesterfield, Missouri, United States 921 WALNUT ST (CO9921), Boulder, Colorado, United States 2951 RANCH ROAD 620 S (TX6309), Austin, Texas, United States 1371 N MOUNT AUBURN RD, Cape Girardeau, Missouri, United States 3555 STANFORD RD, Fort Collins, Colorado, United States 3954 CENTRAL AVE (AR9395), Hot Springs, Arkansas, United States 300 N MARIENFELD ST, Midland, Texas, United States 8235 FORSYTH BLVD, Clayton, Missouri, United States 449 E HOPKINS AVE (CO9449), Aspen, Colorado, United States 3220 OLD GREENWOOD RD (AR9322), Fort Smith, Arkansas, United States 306 22ND ST, Galveston, Texas, United States 1630 S LINDBERGH BLVD (MO9163), Frontenac, Missouri, United States 6400 S FIDDLERS GREEN CIR, Greenwood Village, Colorado, United States 5209 W Village Pkwy (AR9209), Rogers, Arkansas, United States 200 JOSEPHINE ST (CO9200), Denver, Colorado, United States 123 N 7TH ST (CO9123), Grand Junction, Colorado, United States 286 GRAND AVE (TX6286), Southlake, Texas, United States 90 S CASCADE AVE, Colorado Springs, Colorado, United States 4245 KEMP BLVD, Wichita Falls, Texas, United States 701 S Taylor St, Amarillo, Texas, United States 17225 EL CAMINO REAL (TX6225), Houston, Texas, United States 210 LAKE RD (TX6212), Lake Jackson, Texas, United States 2100 ROSS AVE (TX6210), Dallas, Texas, United States 17802 W INTERSTATE 10 (TX6203), San Antonio, Texas, United States 5775 N Sam Houston Pkwy W (TX6577), Houston, Texas, United States 200 S 10TH ST (TX6202), McAllen, Texas, United States 200 CONCORD PLAZA DR (TX6200), San Antonio, Texas, United States 336 S 36TH ST (IL9336), Quincy, Illinois, United States 13135 DAIRY ASHFORD RD, Sugar Land, Texas, United States 100 FILLMORE ST, Denver, Colorado, United States 3061 INTERSTATE 45 N (TX6123), Conroe, Texas, United States 2220 S STATE ROUTE 157, Glen Carbon, Illinois, United States 370 17TH ST, Denver, Colorado, United States 425 S TELSHOR BLVD, Las Cruces, New Mexico, United States 400 N PENNSYLVANIA AVE (NM9400), Roswell, New Mexico, United States 2510 MARSHA SHARP FWY (TX6101), Lubbock, Texas, United States 210 W BENDER BLVD, Hobbs, New Mexico, United States 4100 S MEDFORD DR (TX6100), Lufkin, Texas, United States 2125 LOUISIANA BLVD (NM9125), Albuquerque, New Mexico, United States 3121 N ILLINOIS ST (IL9121), Swansea, Illinois, United States 123 E MARCY ST, Santa Fe, New Mexico, United States 2 VILLAGE DR, Abilene, Texas, United States 3908 NW ELM AVE (OK9390), Lawton, Oklahoma, United States 4811 Gaillardia Pkwy, Oklahoma City, Oklahoma, United States 401 EDWARDS ST, Shreveport, Louisiana, United States 6100 S YALE AVE, Tulsa, Oklahoma, United States 5210 E WILLIAMS CIR, Tucson, Arizona, United States 23655 N SCOTTSDALE RD, Scottsdale, Arizona, United States 211 N Robinson Ave, Oklahoma City, Oklahoma, United States