Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Mountain West Merrill Offices

Bank of America (GHR)

Mountain West, USA
Securities industry licenses
Client relationship management
Financial advice and guidance
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • financial advice and guidance
  • phone-based licensed advisors
  • investment, savings and liability management

Nice-to-have

  • culture driven, resilient, results focused
  • diversity in thoughts and backgrounds
  • humanizing financial interactions
  • collaboration with core banking partners

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter