Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Juneau Merrill Office
Job America
Juneau, Alaska, USA
Obtaining securities industry licenses
Client relationship management
Phone-based financial advising
Merrill Wealth Management provides comprehensive wealth management and investment products with a focus on goals-based planning including retirement, education, and legacy
Job Summary
Merrill Wealth Management provides comprehensive wealth management and investment products with a focus on goals-based planning including retirement, education, and legacy.
The Advisor Development Program offers structured training, licensing support, and one-on-one coaching to develop financial advisors who deliver holistic financial advice to clients.
Employees benefit from robust marketing support, opportunities for financial growth, collaboration with experts, and a culture committed to diversity, responsible growth, and community support.
Matching Summary
Merrill Wealth Management provides comprehensive wealth management and investment products with a focus on goals-based planning including retirement, education, and legacy.
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Client relationship management
Phone-based financial advising
Consultative sales approach
Collaboration with banking partners
In-office attendance requirement
Nice-to-have
Proactive mindset and time management
Diversity and inclusion focus
Continuous professional development
Ability to adapt to new technology
Results-driven mindset
Key Requirements
Securities Industry Essentials (SIE) license within 60 days
Series 7 and Series 66 licenses within 120 days
SAFE Act registration for mortgage originations
Bachelor’s degree or one year financial services/sales experience