Advisor Development Program - Financial Solutions Advisor Trainee: Moreno Valley Financial Center
Merrill Wealth Management
Moreno Valley, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Strong sales role confidence
Effective client relationship building
Proactive mindset and time management
**
Merrill Wealth Management is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the Moreno Valley Financial Center. This role focuses on training individuals for a career in wealth management, emphasizing client relationship building and comprehensive financial solutions.
**
Job Summary
Merrill Wealth Management offers a comprehensive Advisor Development Program designed to train individuals in goals-based wealth management and investment advice.
Participants will obtain essential Securities Industry licenses including SIE, Series 7, and Series 66 while learning foundational skills for managing client relationships.
The role provides industry-leading benefits, paid time off, and access to resources to support sustainable business growth and community impact.
Matching Summary
Match Score: 75
**
Merrill Wealth Management is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the Moreno Valley Financial Center. This role focuses on training individuals for a career in wealth management, emphasizing client relationship building and comprehensive financial solutions.
**
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible with paid time off
Skills & Requirements
Must-have
Strong sales role confidence
Effective client relationship building
Proactive mindset and time management
Results-driven prioritization of client interests
Application of regulatory due diligence
Nice-to-have
Bilingual Spanish speaking preferred
Adaptability to new technology
Ability to execute multiple tasks simultaneously
Diverse background and unique perspectives
Key Requirements
Obtain Securities Industry Essentials (SIE) license
Pass Series 7 and Series 66 Exams
SAFE Act registration and background check
Bachelor's degree or one year financial experience
Compliance with FDIC, Safe Act, and FINRA regulations