Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Westlake Village Merrill Office

Job America

Westlake Village, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry licensing required
Client relationship management
Phone-based financial advising
Merrill Wealth Management is committed to providing comprehensive wealth management and investment products through trusted advisory teams

Job Summary

  • Merrill Wealth Management is committed to providing comprehensive wealth management and investment products through trusted advisory teams.
  • The Advisor Development Program offers structured training, licensing support, and career progression opportunities within Merrill Wealth Management.
  • This role provides unlimited financial growth potential, robust marketing support, and ongoing professional development in a culture valuing diversity and responsible growth.

Matching Summary

Merrill Wealth Management is committed to providing comprehensive wealth management and investment products through trusted advisory teams.

Salary

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

Skills & Requirements

Must-have

  • Securities Industry licensing required
  • Client relationship management
  • Phone-based financial advising
  • Investment and financial market knowledge
  • Regulatory compliance adherence
  • In-office attendance required

Nice-to-have

  • Proactive mindset and time management
  • Results-driven and client-focused
  • Diversity and inclusion valued
  • Consultative sales approach
  • Collaboration with banking partners

Key Requirements

  • Securities Industry Essentials (SIE) license within 60 days
  • Series 7 and Series 66 licenses within 120 days
  • SAFE Act registration and background check
  • Bachelor’s degree or one year financial services/sales experience
  • Compliance with FDIC, SAFE Act, Loan Originators, and FINRA regulations

Work Rights

SAFE Act registration required for mortgage origination

Tailored Resume

Cover Letter