Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Lexington, Ky Merrill Office

Job America

Lexington, Kentucky, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Obtain sie series 7 series 66 licenses
Phone-based client relationship management
Holistic financial advice delivery
The Advisor Development Program at Merrill Wealth Management in Lexington, KY, seeks candidates for the Financial Solutions Advisor Trainee position, focusing on providing personalized financial advice and guidance. The program emphasizes obtaining essential securities licenses and developing client relationships while promoting a diverse and collaborative workplace culture

Job Summary

  • Merrill Wealth Management offers a comprehensive Advisor Development Program designed to train individuals as Financial Solutions Advisors through dedicated licensing and coaching.
  • Participants will obtain Securities Industry Essentials, Series 7, and Series 66 licenses while learning to provide holistic financial advice to affluent and high net worth clients.
  • The role involves building strong client relationships, identifying investment needs, and leveraging Bank of America's extensive network to deliver personalized financial solutions.

Matching Summary

Match Score: 85

The Advisor Development Program at Merrill Wealth Management in Lexington, KY, seeks candidates for the Financial Solutions Advisor Trainee position, focusing on providing personalized financial advice and guidance. The program emphasizes obtaining essential securities licenses and developing client relationships while promoting a diverse and collaborative workplace culture.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • obtain SIE Series 7 Series 66 licenses
  • phone-based client relationship management
  • holistic financial advice delivery

Nice-to-have

  • proactive mindset and time management
  • results-driven sales approach
  • diverse background and perspectives

Key Requirements

  • SIE license within 60 days
  • Series 7 and 66 licenses within 120 days
  • Bachelor's degree or one year experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter