Advisor Development Program - Central Florida & Associates Financial Solutions Advisor Trainee: Financial Center - Orlando, Fl

Merrill Wealth Management

Orlando, FL, US
Not specified; not specified; not specified
Obtain securities industry licenses
Pass series 7 and series 66 exams
Complete safe act registration
Merrill Wealth Management offers a comprehensive Advisor Development Program to train individuals in goals-based wealth management

Job Summary

  • Merrill Wealth Management offers a comprehensive Advisor Development Program to train individuals in goals-based wealth management.
  • Participants receive dedicated study time for essential securities licenses including SIE, Series 7, and Series 66 exams.
  • The program progresses from an office-based Financial Center role to building a portfolio of affluent clients as a Merrill Financial Solutions Advisor.

Matching Summary

Merrill Wealth Management offers a comprehensive Advisor Development Program to train individuals in goals-based wealth management.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • obtain Securities Industry licenses
  • pass Series 7 and Series 66 exams
  • complete SAFE Act registration

Nice-to-have

  • comfortable in a sales role
  • strong computer skills
  • bachelor's degree preferred

Key Requirements

  • Securities licenses (SIE, Series 7, Series 66)
  • SAFE Act registration and background check
  • Bachelor's degree or 1-2 years experience

Work Rights

Must pass federal registry background check

Tailored Resume

Cover Letter