OklahomaCityRecruiter
the smart solution for Oklahoma City jobs

Merrill Lynch Financial Advisor Development Program

Company: Bank of America
Location: Oklahoma City
Posted on: January 14, 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. Well help you develop the critical skills and knowledge necessary for establishing a robust wealth management businessacquiring 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 Employer. 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 youll 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
      • Bachelors 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. Were here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships.

        [1] Merrill Lynchs 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:37.5

        Keywords: Bank of America, Oklahoma City , Merrill Lynch Financial Advisor Development Program, Accounting, Auditing , Oklahoma City, Oklahoma

        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


Senior Tax Accountant
Description: Senior Tax AccountantOklahoma City, OKLooking for better compensation, better benefits, more advancement opportunities, and a great work/life
Company: Fuse3 Solutions
Location: Oklahoma City
Posted on: 01/20/2019

Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: OverviewJoin Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Oklahoma City
Posted on: 01/20/2019

Manager, Federal Tax
Description: Responsibilities br br br ul br br li Provide tax compliance and tax advisory services to individuals, partnerships, S corporations and corporations in a variety of industries br li (more...)
Company: BKD
Location: Oklahoma City
Posted on: 01/16/2019


General Manager
Description: General ManagerMotel 6 / Studio 6 About the roleCome join a company that has been growing rapidly and outperforming the market segment over the last 5 years. (more...)
Company: Motel 6/Studio 6
Location: Oklahoma City
Posted on: 01/16/2019

Senior Accountant
Description: Senior AccountantOklahoma City, OKGreat opportunity for a Senior Accountant with a strong OKC company. The ideal candidate will possess 5 - 7 years of progressive accounting experience with
Company: Fuse3 Solutions
Location: Oklahoma City
Posted on: 01/18/2019

Senior Engineer
Description: The Global Risk, Finance Technology Transformation GRFTT organization, among its multiple responsibilities, is accountable for building that strong IT system. This position is for this high performing (more...)
Company: American Express
Location: Oklahoma City
Posted on: 01/21/2019

Chief Audit Executive
Description: POSITION SUMMARY The Chief Audit Executive will provide leadership, direction, and administrative oversight to the internal audit operations of all campuses governed by the OU Board of Regents: The University (more...)
Company: OU Medicine
Location: Norman
Posted on: 01/17/2019

Inpatient Hospital Coding Compliance Auditor
Description: The Inpatient Hospital Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient services. Review documentation and related coding of inpatient services, auditing (more...)
Company: Mommy Jobs Online
Location: Norman
Posted on: 01/16/2019

Freelance Finance Writer for LendingTree
Description: Employer is a lot more than mortgages. We are an online loan marketplace for various financial borrowing needs including auto loans, small business loans, personal loans, credit
Company: LendingTree
Location: Norman
Posted on: 01/21/2019

Stock/Options Trader - Accounting, Part Time, Work From Home
Description: Top-ranked proprietary trading firm, Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading. Successful candidates (more...)
Company: Maverick Trading
Location: Oklahoma City
Posted on: 01/14/2019

Log In or Create An Account

Get the latest Oklahoma jobs by following @recnetOK on Twitter!

Oklahoma City RSS job feeds