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Merrill Lynch Financial Advisor Development Program

San Jose, California;

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.

You’re the kind of person that (required skills)
• 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


You’ll be even more prepared if you have (desired skills)

• 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-20032262

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
50 W SAN FERNANDO ST, CA, San Jose, 95113
Additional Locations:
800 WILLAMETTE ST, Eugene, Oregon, United States 5545 AVENIDA DE LOS ROBLES (CA1805), Visalia, California, United States 1020 MARSH ST (CA1804), San Luis Obispo, California, United States 5260 N PALM AVE (CA1802), Fresno, California, United States 2049 Century Park E, Los Angeles, California, United States 601 W Riverside Ave, Spokane, Washington, United States 555 Capitol Mall, Sacramento, California, United States 801 W MAIN ST (MT9801), Bozeman, Montana, United States 720 S RIVER RD (UT9720), Saint George, Utah, United States 2380 WASHINGTON BLVD, Ogden, Utah, United States 550 N 31ST ST, Billings, Montana, United States 330 N HIGGINS AVE (MT9330), Missoula, Montana, United States 142 BAKER AVE (MT9140), Whitefish, Montana, United States 5152 N EDGEWOOD DR (UT9152), Provo, Utah, United States 1100 E 6600 S (UT9100), Salt Lake City, Utah, United States 60 E SOUTH TEMPLE ST (UT9060), Salt Lake City, Utah, United States 2998 DOUGLAS BLVD (CA2945), Roseville, California, United States 560 S WOODRUFF AVE, Idaho Falls, Idaho, United States 225 N 9TH ST (ID9225), Boise, Idaho, United States 3255 W MARCH LN (CA2805), Stockton, California, United States 1221 W EMMA AVE (ID9122), Coeur D Alene, Idaho, United States 801 10TH ST, Modesto, California, United States 2320 E BIDWELL ST (CA2802), Folsom, California, United States 3775 VIA NONA MARIE (CA2801), Carmel, California, United States 1096 Coast Village Rd, Santa Barbara, California, United States 700 MAIN ST (CA3811), Napa, California, United States 90 S E ST (CA3810), Santa Rosa, California, United States 901 Via Piemonte (CA6540), Ontario, California, United States 21215 BURBANK BLVD (CA7810), Woodland Hills, California, United States 608 SILVER SPUR RD (CA8922), Rolling Hills Estates, California, United States 3010 OLD RANCH PKWY (CA7804), Seal Beach, California, United States 2 BELVEDERE PL (CA4814), Mill Valley, California, United States 1331 N CALIFORNIA BLVD (CA4813), Walnut Creek, California, United States 4900 HOPYARD RD (CA4808), Pleasanton, California, United States 145 S STATE COLLEGE BLVD, Brea, California, United States 16830 VENTURA BLVD, Encino, California, United States 1111 BROADWAY (CA4806), Oakland, California, United States 560 S WINCHESTER BLVD (CA3512), San Jose, California, United States 2301 ROSECRANS AVE (CA8800), El Segundo, California, United States 100 WILSHIRE BLVD (CA8523), Santa Monica, California, United States 2950 NEWMARKET PL (WA9950), Bellingham, Washington, United States 2707 COLBY AVE, Everett, Washington, United States 1215 4TH AVE, Seattle, Washington, United States 1201 PACIFIC AVE, Tacoma, Washington, United States 187 PARFITT WAY SW, Bainbridge Island, Washington, United States 8121 W QUINAULT AVE (WA9121), Kennewick, Washington, United States 111 MARKET ST NE, Olympia, Washington, United States 650 TOWN CENTER DR, Costa Mesa, California, United States 520 NEWPORT CENTER DR (CA6814), Newport Beach, California, United States 1437 KILAUEA AVE (HI9437), Hilo, Hawaii, United States 100 Spectrum Center Dr (CA6813), Irvine, California, United States 78-6831 ALII DR, Kailua Kona, Hawaii, United States 800 E COLORADO BLVD (CA9810), Pasadena, California, United States 1003 BISHOP ST, Honolulu, Hawaii, United States 2815 TOWNSGATE RD (CA6811), Westlake Village, California, United States 27450 YNEZ RD, Temecula, California, United States 1424 STATE ST (CA6808), Santa Barbara, California, United States 3550 VINE ST, Riverside, California, United States 2029 CENTURY PARK E (CA9803), Century City, California, United States 300 E ESPLANADE DR (CA6806), Oxnard, California, United States 701 B ST (CA0816), San Diego, California, United States 9595 WILSHIRE BLVD (CA9802), Beverly Hills, California, United States 4365 EXECUTIVE DR (CA0815), San Diego, California, United States 9560 WILSHIRE BLVD (CA9801), Beverly Hills, California, United States 11811 BERNARDO PLAZA CT, San Diego, California, United States , Guam, United States 5951 LA SENDITA BLDG A (CA0812), Rancho Santa Fe, California, United States 7825 FAY AVE (CA0808), La Jolla, California, United States 74800 US HIGHWAY 111 (CA0806), Indian Wells, California, United States 1000 AVIARA PKWY (CA0801), Carlsbad, California, United States 5080 CALIFORNIA AVE (CA0800), Bakersfield, California, United States 5256 S Mission RD, Bonsall, California, United States 28202 CABOT RD, Laguna Niguel, California, United States 801 W 10TH ST (AK1801), Juneau, Alaska, United States 6900 S MCCARRAN BLVD (NV9900), Reno, Nevada, United States 3601 C St, Anchorage, Alaska, United States 400 S RAMPART BLVD (NV9840), Las Vegas, Nevada, United States 450 N STEPHANIE ST (NV9450), Henderson, Nevada, United States 333 S HOPE ST, Los Angeles, California, United States 101 S ELLSWORTH AVE (CA5818), San Mateo, California, United States 555 California St (CA5705), San Francisco, California, United States 755 SW BONNETT WAY (OR9755), Bend, Oregon, United States 1255 LEE ST SE, Salem, Oregon, United States 101 CALIFORNIA ST (CA5332), San Francisco, California, United States 32011 Pacific Hwy S, Federal Way, Washington, United States 1211 SW 5TH AVE, Portland, Oregon, United States 4004 Kruse way Pl (OR9004), Lake Oswego, Oregon, United States 3075A Hansen Way (CA5820), Palo Alto, California, United States