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Job Description:
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
We’ll help you
Required Qualifications:
Desired Qualifications:
Job Responsibilities:
:
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 your immediate termination.
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ESSENTIAL AREAS OF RESPONSIBILITY
The following areas of responsibility are essential to the satisfactory performance of this position by any incumbent, with reasonable accommodation if necessary. Any nonessential functions are assumed to be included in other related duties or assignments.
Any equivalent combination of education, training, and/or experience that fulfills the requirements of the position will be considered.
Education/Certification/Experience
Skills/Knowledge/Abilities
PHYSICAL REQUIREMENTS
Occasional:
Visual Acuity:
WORKING ENVIRONMENT
The annual starting salary for this position is between $148,000 – $185,000 annually. Factors which may affect starting salary within this range and level of role may include geography/market, skills, education, experience and other qualifications of the successful candidate.
We offer a competitive benefits package, including:
The internal career site is available from your home network as well. If you have trouble accessing your EC account, please contact your local HR/IT partner.
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Roles and Responsibilities
Required Qualifications
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This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Required Qualifications:
Desired Qualifications:
Bilingual skills
Skills:
High School Diploma / GED / Secondary School or equivalent
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Inventory Control Managerlocated inMemphis, TN.
Reporting to theInventory Control Managerwill be In responsible for security and accountability of inventory levels for the site. Oversees the evaluation and disposition of excess inventory and develops policy for reducing and controlling inventory.
What a typical day looks like:
The experience we’re looking to add to our team:
What you'll receive for the great work you provide:
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Address: Memphis, TN
Full Time – 34-40 hours per week, including nights and weekends
Putting Your Best Foot Forward
What You're Responsible For
Be Rewarded for a Job Well Done
For more information, please refer to
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Qualifications:
This position is responsible for monitoring State, Federal and Local regulations to ensure Nike is actively involved in emerging issues and poised to address new and modified regulations. Additionally, the EHS Manager supports all site management teams. This position is part of a larger global EHS and Resilience team at Nike.
3-5+ years practical experience with health and safety compliance at a large global company with world class safety programs. Distribution center experience is a plus.
Significant operational knowledge of PMVs and safety requirements.
Ability to communicate to all levels of employees in a clear, concise and persuasive manner
Ability to work effectively in teams as well as independently
Exceptional organizational skills and ability to handle multiple projects and meet deadlines
Detailed knowledge of OSHA and EPA regulations and their state equivalents as well as other applicable industry environmental, health, and safety standards.
Demonstrated ability to write, develop and implement all facets of successful and sustainable EHS programs.
Demonstrated ability to manage a team of 3-4 direct reports.
Proficiency in conducting root cause safety investigations.
Demonstrated ability to manage EHS data and related documents and compliance records.
Demonstrated teamwork and ability to develop relationships at all levels of the organization.
Demonstrated ability to effectively communicate verbally and in writing and train personnel live and by use of computer-based systems.
Bachelors or Master’s degree with an emphasis on EHS curriculum preferred.
Safety certification (CIH or CSP) is preferred
Responsibilities:
Manages the direction and execution of EHS programs and policies.
Engage actively and daily with distribution operations with a focus on hazard recognition, safety observations and coaching.
Support all aspects of incident oversight including response, reporting, investigation, root cause analysis, identification of corrective and preventative action, and publication of safety alerts as required.
Maintains a current working knowledge of EHS regulations and laws. Provide technical and regulatory compliance expertise and support.
Continuously drives improvement in health and safety measures.
Assist in drafting, preparing required plans and appropriate facility operating procedures.
Serves as facility contact for federal, state, and regional health, safety, and environmental agencies.
Support and facilitate internal inspections, audits, and self-assessments. Assists operations in addressing audit recommendations.
Ability to work with minimal supervision and after normal business hours and/or weekends based on business needs.
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Job Description:
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
We’ll help you
Required Qualifications:
Desired Qualifications:
Job Responsibilities:
:
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 your immediate termination.
1st shift (United States of America)These jobs might be a good fit