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

Merrill Wealth Management

Not specified; not specified; not specified
Obtain sie series 7 series 66 licenses
Phone-based licensed advisor role
Holistic financial advice delivery
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products for individuals and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products for individuals and institutions.
  • The program provides dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specific timelines.
  • Financial Solutions Advisors in the centralized segment provide phone-based holistic financial advice to affluent and high net worth clients.

Matching Summary

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

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • obtain SIE Series 7 Series 66 licenses
  • phone-based licensed advisor role
  • holistic financial advice delivery

Nice-to-have

  • proactive mindset and time management
  • results-driven approach to client needs
  • diverse background and unique perspectives

Key Requirements

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Bachelor's degree or one year experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter