The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
This progression role is responsible for providing client service support to Financial Advisors (FAs) and obtaining Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
You will be supported along the way with dedicated programs, tools, and resources throughout your career journey, progressing to building a book of business as a Financial Advisor trainee and ultimately becoming a Merrill Financial Advisor.
Matching Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
Client service support
Securities Industry licenses
Operational excellence goals
Client relationship management
Computer/technical literacy
Nice-to-have
Results-driven growth mindset
Entrepreneurial mindset
Adapt to new technology
Interpersonal and relationship building skills
Proactive mindset
Key Requirements
Obtain Securities Industry licenses within 120 days
Bachelor’s degree and/or minimum one year work experience