Career Development Advisor

6 days ago


Hillsboro, United States Disability Solutions Full time

As a Financial Solutions Specialist with Disability Solutions, you will embark on an exciting career journey that combines financial expertise with personal development. This role offers a unique opportunity to grow your skills and knowledge in wealth management, while building strong relationships with clients and contributing to the success of our team.

About the Role

We are seeking a highly motivated and results-driven individual to join our Advisor Development Program as a Financial Solutions Specialist. In this role, you will work closely with experienced advisors to develop your skills and knowledge in areas such as client relationship building, financial planning, and investment solutions. You will also have the opportunity to progress through stages of development, ultimately becoming a core Merrill Financial Advisor.

The ideal candidate will possess excellent communication and interpersonal skills, be comfortable working in a sales environment, and have a strong ability to adapt to new information and seek solutions for clients. A bachelor's degree or 1-2 years' experience in the financial service industry or a sales environment is preferred.

You will be required to register with the federal registry system and submit to the required SAFE Act background check and registration process due to the position requiring mortgage loan originations.

A competitive estimated salary for this role is $55,000 - $70,000 per year, depending on location and performance. Additionally, you will have access to a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

Responsibilities
  • Develop and execute plans to achieve business objectives and goals.
  • BUILD AND MAINTAIN CLIENT RELATIONSHIPS by identifying their needs and providing tailored financial solutions.
  • Communicate clearly and confidently with clients from diverse backgrounds.
  • Collaborate with colleagues to achieve shared objectives and support the growth of the team.
Requirements
  • High school diploma or equivalent required; Bachelor's degree preferred.
  • Experience working in the financial services industry or a sales environment preferred.
  • Strong computer skills and ability to multitask in a fast-paced environment.
  • Ability to manage complexity, prioritize tasks, and execute in a timely manner.


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