Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Bloomington, Mn

Merrill Wealth Management

Bloomington, MN, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie series 7 and 66 licenses
Phone-based client interactions
Holistic financial advice delivery
Merrill Wealth Management offers a comprehensive development program for aspiring Financial Solutions Advisors to build careers in wealth management

Job Summary

  • Merrill Wealth Management offers a comprehensive development program for aspiring Financial Solutions Advisors to build careers in wealth management.
  • The role requires obtaining specific securities licenses (SIE, Series 7, and 66) within strict timelines before engaging with clients.
  • Employees receive world-class training, one-on-one coaching, and access to a vast referral base from Bank of America's customer network.

Matching Summary

Merrill Wealth Management offers a comprehensive development program for aspiring Financial Solutions Advisors to build careers in wealth management.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • obtain SIE Series 7 and 66 licenses
  • phone-based client interactions
  • holistic financial advice delivery

Nice-to-have

  • proactive mindset and time management
  • results-driven approach to client needs
  • diverse background and perspectives

Key Requirements

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Bachelor's degree or 1 year financial experience

Work Rights

Not specified

Tailored Resume

Cover Letter