Financial Advisor

We are currently looking for Financial Advisors for our Omaha, Nebraska Office. Many of our most successful Financial Advisors come to Merrill Lynch from fields outside financial advisory services. If your expertise lies in law, banking, accounting, sales, insurance or a similar area – or you have a strong record of relationship building with affluent individuals or small to mid-sized business – discover how you can broaden your professional horizons as a Merrill Lynch Financial Advisor.

As a Financial Advisor you will be required to perform the following tasks:  

• The Financial Advisor position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling.  

• Financial Advisors listen to their clients' life goals and objectives and leverage the power of Merrill Lynch to develop financial plans that help them get there.  

• They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients.  

• Initial training experiences will give you a foundation of financial planning skills and prepare you for the Series 7 General Securities Exam.

Practice Management Development Financial Advisor Trainee Job Description

The Practice Management Development (PMD) Financial Advisor Trainee is in a pre-production role with the express goal of attaining a Merrill Lynch production number. The training begins with an orientation to the strategies and principles of the firm. The training activities in this position are designed to provide a foundation of requisite skills and knowledge needed to serve in the capacity of a fully licensed and registered Financial Advisor. Training in this position normally lasts approximately four (4) months in the case of a new hire who joins the Firm without Series 7 and 66 registrations.  For the new hire who joins the Firm already licensed, (i.e. has their Series 7 and 66 licenses) the Trainee period may last no longer than 4 weeks from their date of hire.

Essential Duties and Responsibilities:

·         Registration and Licensing Requirement: A Financial Advisor Trainee is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).

·         Education requirement: Financial Advisor Trainee is required to begin an accredited Certified Financial Planner (CFP) – Investment Planning Course.

·         Development Assessment: An FA Trainee needs to attain satisfactory scores (i.e.: medium or high) in the PMD Development Assessment I. In preparation for the assessment, the Financial Advisor Trainee studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill Lynch strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.

Merrill Lynch is an organization of nearly 50,000 people -- all with different backgrounds and different personal needs. We are proud of our diverse population of individuals and the skills and experiences we bring to our firm. We're especially aware of the challenge employee’s face to balance the demands of work, family, community and personal interests. Our benefits programs and services in our locations around the world are meant to help you keep it all in balance.

Company Benefits

Medical Coverage
Dental Coverage
Managed prescription drug coverage
401(k) savings and investment plan and retirement program

Tuition Assistance Program

Employee and Family Support

We offer a generous base salary plus cash and stock incentives, even as you build your business. In addition, you will be able to participate in our industry leading compensation. In addition, our Practice Management Development Program provides comprehensive training for over 3 years to develop exceptional client advisory skills in the investment process, balance sheet management, estate planning, and other competencies to serve a broad range of clients.

The ideal candidate has 5 or more years of stable and progressively more responsible experience as a sales professional, attorney, financial planner, or banker developing and establishing long-term relationships with affluent clients. 
 

A bachelor's degree is strongly preferred; a masters degree, MBA, JD, CPA, CFP, CIMA,CFA or other related professional certification is a plus. 

-      Series 7 registration preferred but not required

-      Strong written and verbal communication skills

-      Strong financial acumen

Merrill Lynch Financial Advisors are driven to be the best; they have a passion for excellence and work to exceed their clients' expectations. In addition to this drive and passion, you will need executive presence, extraordinary interpersonal skills, a strong team orientation, and resiliency.

Success as a Financial Advisor means you are a positive thinking self-starter with a track record of high achievement in everything you do. 
 

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