Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Wichita, Ks Merrill Office

Merrill Wealth Management

Wichita, KS, US
Not specified; not specified; not specified
**
Obtain sie series 7 and series 66 licenses
Phone-based licensed financial advisor role
Provide holistic financial advice to clients
** Merrill Wealth Management is seeking Financial Solutions Advisor Trainees for their Advisor Development Program in Wichita, KS. This role focuses on building client relationships and obtaining necessary financial industry licenses while providing comprehensive financial advice. **

Job Summary

  • Merrill Wealth Management offers a comprehensive development program for aspiring advisors focusing on goals-based wealth management.
  • Participants receive dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses while learning foundational advisory skills.
  • The role involves managing a portfolio of affluent and high net worth clients through phone-based interactions to identify needs and recommend solutions.

Matching Summary

Match Score: 75

** Merrill Wealth Management is seeking Financial Solutions Advisor Trainees for their Advisor Development Program in Wichita, KS. This role focuses on building client relationships and obtaining necessary financial industry licenses while providing comprehensive financial advice. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE Series 7 and Series 66 licenses
  • Phone-based licensed financial advisor role
  • Provide holistic financial advice to clients

Nice-to-have

  • Strong communication and collaboration skills
  • Proactive mindset with effective time management
  • Results-driven approach prioritizing client interests

Key Requirements

  • SIE license within 60 days of hire
  • Series 7 and Series 66 licenses within 120 days
  • Bachelor's degree or one year of financial services experience

Work Rights

Not specified

Tailored Resume

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