Advisor Development Program - Financial Solutions Advisor - Sherwood Financial Center
Job America
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Securities industry essentials sie license
Series 7 and series 66 exam completion
Sales role confidence and proactive mindset
Merrill Wealth Management is seeking candidates for its Advisor Development Program as Financial Solutions Advisors at the Sherwood Financial Center. The role involves obtaining necessary securities licenses, developing client relationships, and progressing within the wealth management field while emphasizing a culture of diversity and client-centered service
Job Summary
Merrill Wealth Management offers a comprehensive development program for aspiring advisors to build client relationships and manage complex financial portfolios.
Participants receive dedicated study time to obtain essential securities licenses including the SIE, Series 7, and Series 66 exams before entering client-facing roles.
The program emphasizes an in-office culture with a commitment to transparency, diversity, and helping clients achieve their life goals through personalized financial advice.
Matching Summary
Match Score: 85
Merrill Wealth Management is seeking candidates for its Advisor Development Program as Financial Solutions Advisors at the Sherwood Financial Center. The role involves obtaining necessary securities licenses, developing client relationships, and progressing within the wealth management field while emphasizing a culture of diversity and client-centered service.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Securities Industry Essentials SIE license
Series 7 and Series 66 exam completion
Sales role confidence and proactive mindset
Nice-to-have
Bachelor's degree in finance or related field
One year financial services or sales experience
Ability to adapt to new technology applications
Key Requirements
Obtain Securities Industry Essentials (SIE) license