Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Fort Wayne, In

Merrill Wealth Management

Fort Wayne, IN, US
Not specified; not specified; not specified
**
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
** Merrill Wealth Management is seeking candidates for the Advisor Development Program as Financial Solutions Advisor Trainees in Fort Wayne, IN. The role involves obtaining necessary financial licenses and providing comprehensive financial advice to clients while developing strong relationships and achieving their financial goals. **

Job Summary

  • This program provides a structured path to become a Financial Solutions Advisor through dedicated training on Securities Industry Essentials, Series 7, and Series 66 exams.
  • Advisors will work with affluent and high net worth clients to identify needs, develop relationships, and provide comprehensive investment recommendations aligned with client goals.
  • The role offers unlimited potential for financial growth, robust marketing support, and ongoing professional development within the Bank of America and Merrill Wealth Management ecosystem.

Matching Summary

Match Score: 75

** Merrill Wealth Management is seeking candidates for the Advisor Development Program as Financial Solutions Advisor Trainees in Fort Wayne, IN. The role involves obtaining necessary financial licenses and providing comprehensive financial advice to clients while developing strong relationships and achieving their financial goals. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • obtain SIE license within 60 days
  • obtain Series 7 and 66 licenses within 120 days
  • phone-based licensed advisor role
  • holistic financial advice delivery
  • client relationship building skills

Nice-to-have

  • proactive mindset and time management
  • results-driven sales approach
  • diverse background and perspectives
  • adaptability to new technology
  • strong communication and collaboration

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • Bachelor's degree preferred
  • One year financial services or sales experience preferred
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter