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What We Offer
$108,000.00 - $148,500.00Boise,ID, Linkou,TWNEnsures that specific project and program objectives are defined for areas of responsibility, and that necessary preliminary activities (e.g., determination of outcomes, milestones, viability studies, and resource planning, among others) are completed to allow for effectiveness and focus during later stages of completion.
Ensures that all projects and programs assigned are completed in accordance with predetermined requirements, with specific attention to product/process specifications, project/program costs, resource utilization, and timeliness for completion.
Ensures that all phases of project, program and/or process development are documented, and that information required in other functional areas is reported, disseminated, or transferred, as appropriate to global sites in account.
Strong analytical and program solving skills, excellent communication and interpersonal skills, proficiency in data analysis tools and software.
Perform BKM’s assisted and uses knowledge management systems. Follows all IP guidelines.
Functional Knowledge
Data Analysis
Business Expertise
Leadership
Problem Solving
Impact
Interpersonal Skills
Qualifications
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Key Responsibilities
Will prepare project plan and coordinates the attainment of project deliverables from planning to implementation. Maintains matrix for process improvements
Will drive project deliverables and task details by through the use reports, tracking charts and, checklists.
Will research causes to project obstacles and assist in implementing solutions for resolution.
Functional Knowledge
Business Expertise
Leadership
Problem Solving
Impact
Interpersonal Skills
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As part of our Transformation Design and Execution (TDE) team, you will work with the senior leadership teams in our key accounts to structure and implement change, as well as creating the capability within our clients to drive change. You will merge your domain experience with program management knowledge to implement and embed improvements and deliver sustainable value.
Our clients are seeking and hiring a new type of Transformation Design expert – one who can integrate a background in energy with the delivery and success of their programs; someone who can talk both the language of consulting and of engineering. Our client stakeholders expect a consultant with strong engineering or process industry experience. Traditional consulting vendors often cannot provide the focused services that our energy clients now demand.
Our insights and capabilities across all portfolio levels in planning, analysis and delivery are integrated into our core offerings, differentiating our services from more traditional program management.
As a Senior Project and Program Delivery specialist, you will be at the forefront of driving business performance through transformational architecture and delivery. You will design and manage the delivery of projects and programs that align with organizational strategy, focusing on achieving desired outcomes. By providing assurance to leadership through managing timelines, costs, and quality, you will play a crucial role in our success.
Your key responsibilities
In this role, you will be responsible for contributing to the delivery of one or more processes, solutions, and/or projects. Your time will be spent on:
Skills and attributes for success
To excel in this role, you will need a combination of skills and experience that make a significant impact. Your expertise in project and program delivery methods, including Agile and waterfall, will be essential. Additionally, you should have:
To qualify for the role, you must have
Ideally, you’ll also have
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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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TEAM OVERVIEW:
KEY RESPONSIBILITIES:
TECHNICAL SKILLS:
REQUIREMENTS/EDUCATION:
Applications will be reviewed on a rolling basis. Please apply by January 30, 2026. Note: This position may close early based on application volume or candidate selection.
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
As a
Financial Solutions Advisor within the centralized segment of the Advisor Development Program,your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
We’re a culture that
Required Qualifications:
Desired Qualifications:
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 this position requires SAFE Act registration, employees are 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.
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Job Description:
National Financial Solutions Advisor- Development Program
As a
Securities Industry Essentials [SIE], Series 7 and Series 66
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.
We’ll help you
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 90 Days - a requirement for the role.
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
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.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As a Financial Solutions Advisor, you can look forward to
Unlimited potential for financial growth.
Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
We’re a culture which
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required skills
Sets and accomplishes goals, achieving whatever you put your mind to.
Is comfortable in a sales role, finding ways to nurture strong client relationships.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
Desired skills
A bachelor’s degree,and0-2 years’ of experience working in a service industry and/or a metrics-based sales environment where goals were met or exceeded.
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Strong computer skills with an ability to multitask in a demanding environment.
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What We Offer
$108,000.00 - $148,500.00Boise,ID, Linkou,TWNEnsures that specific project and program objectives are defined for areas of responsibility, and that necessary preliminary activities (e.g., determination of outcomes, milestones, viability studies, and resource planning, among others) are completed to allow for effectiveness and focus during later stages of completion.
Ensures that all projects and programs assigned are completed in accordance with predetermined requirements, with specific attention to product/process specifications, project/program costs, resource utilization, and timeliness for completion.
Ensures that all phases of project, program and/or process development are documented, and that information required in other functional areas is reported, disseminated, or transferred, as appropriate to global sites in account.
Strong analytical and program solving skills, excellent communication and interpersonal skills, proficiency in data analysis tools and software.
Perform BKM’s assisted and uses knowledge management systems. Follows all IP guidelines.
Functional Knowledge
Data Analysis
Business Expertise
Leadership
Problem Solving
Impact
Interpersonal Skills
Qualifications
These jobs might be a good fit