Advisor Development Program - Financial Solutions Advisor Trainee: Monrovia Financial Center

Merrill Wealth Management

Monrovia, California, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Securities industry licenses
Client relationship management
Financial advice and guidance
** Merrill Wealth Management is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the Monrovia Financial Center. The role focuses on obtaining necessary securities licenses and developing skills in client relationship management within a supportive, in-office culture. **

Job Summary

  • Merrill Wealth Management offers comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
  • The Advisor Development Program provides training and licensing for Securities Industry Essentials, Series 7, and Series 66 exams, followed by foundational advisor skills.
  • The company offers industry-leading benefits, paid time off, and resources to support employee growth and contribution.

Matching Summary

Match Score: 75

** Merrill Wealth Management is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the Monrovia Financial Center. The role focuses on obtaining necessary securities licenses and developing skills in client relationship management within a supportive, in-office culture. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • financial advice and guidance
  • sales role confidence

Nice-to-have

  • culture driven team
  • results focused effectiveness
  • humanizing financial interactions
  • diversity in thoughts and backgrounds

Key Requirements

  • SAFE Act registration requirements
  • Securities Industry Essentials [SIE]
  • Series 7 Exam
  • Series 66 Exams
  • Bachelor’s degree and/or minimum one year financial services or sales experience

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter