Advisor Development Program - Financial Solutions Advisor Trainee: Falmouth - E. Main St Financial Center

Bank of America (GHR)

Falmouth, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry licenses
Client relationship management
Financial advice and guidance
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
  • The Advisor Development Program provides training and licensing for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams, followed by foundational skills development.
  • The company offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to business growth.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.

Salary

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

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • financial advice and guidance
  • sales role confidence

Nice-to-have

  • proactive mindset
  • effective time management
  • results-driven mindset
  • humanizing financial interactions
  • diversity of thought

Key Requirements

  • Securities Industry Essentials [SIE] license
  • Series 7 license
  • Series 66 license
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter