Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Boulder, Co

Merrill Wealth Management

Boulder, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie series 7 and series 66 licenses
Phone-based licensed financial advisor role
Build strong client relationships through communication
The program provides dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specific timeframes

Job Summary

  • The program provides dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specific timeframes.
  • Financial Solutions Advisors in this centralized segment provide holistic financial advice and guidance to affluent and high net worth clients via phone.
  • Employees receive industry-leading benefits, paid time off, and robust marketing support to help grow their business and manage a client portfolio.

Matching Summary

The program provides dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specific timeframes.

Salary

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

Skills & Requirements

Must-have

  • Obtain SIE Series 7 and Series 66 licenses
  • Phone-based licensed financial advisor role
  • Build strong client relationships through communication

Nice-to-have

  • Proactive mindset with effective time management
  • Results-driven approach prioritizing client interests
  • Bachelor's degree or one year of experience

Key Requirements

  • Must obtain SIE license within 60 days
  • Must obtain Series 7 and 66 licenses within 120 days
  • Subject to SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter