Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - San Jose Merrill Office
Job America
San Jose, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtaining securities industry licenses
Client relationship management
Phone-based financial advising
Merrill Wealth Management provides comprehensive wealth management and investment products and services focused on goals-based planning
Job Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services focused on goals-based planning.
The Advisor Development Program offers structured training, licensing, and coaching to develop financial advisors who deliver holistic advice to clients.
Employees benefit from robust marketing support, ongoing professional development, and opportunities to connect with experts across banking and investment services.
Matching Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services focused on goals-based planning.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Client relationship management
Phone-based financial advising
Investment and financial markets knowledge
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 for residential loan mortgage originations
Bachelor’s degree or one year financial services or sales experience