Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Bloomfield Hills, Mi
Merrill Wealth Management
Bloomfield Hills, MI, US
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Obtain sie series 7 and series 66 licenses
Phone-based licensed advisor role
Holistic financial advice delivery
Merrill Wealth Management is seeking a Financial Solutions Advisor Trainee to join their centralized Advisor Development Program in Bloomfield Hills, MI. The position involves obtaining necessary securities licenses and providing holistic financial advice to clients, with a focus on relationship building and comprehensive wealth management
Job Summary
This program provides dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses within specific timeframes.
Financial Solutions Advisors in the centralized segment provide phone-based holistic financial advice to affluent and high net worth clients.
The role offers unlimited potential for financial growth with a strong referral base from Bank of America's extensive household network.
Matching Summary
Match Score: 85
Merrill Wealth Management is seeking a Financial Solutions Advisor Trainee to join their centralized Advisor Development Program in Bloomfield Hills, MI. The position involves obtaining necessary securities licenses and providing holistic financial advice to clients, with a focus on relationship building and comprehensive wealth management.