Advisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania Avenue

Merrill Wealth Management

Pennsylvania Avenue, Washington, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office (specific requirements for office-based attendance).
Securities industry licenses
Client relationship management
Sales role confidence
Merrill Wealth Management is seeking candidates for their Advisor Development Program as Financial Solutions Advisor Trainees in Washington, D.C. The program provides a structured path for acquiring necessary licenses and developing skills to build client relationships while emphasizing a diverse and inclusive company culture

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Match Score: 85

Merrill Wealth Management is seeking candidates for their Advisor Development Program as Financial Solutions Advisor Trainees in Washington, D.C. The program provides a structured path for acquiring necessary licenses and developing skills to build client relationships while emphasizing a diverse and inclusive company culture.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • sales role confidence
  • results-driven mindset

Nice-to-have

  • diversity in thoughts and backgrounds
  • culture driven and resilient
  • adapts to new technology

Key Requirements

  • Obtain SIE, Series 7, Series 66 Exams
  • SAFE Act registration required
  • Bachelor's degree and/or 1 year experience

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter