Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Fresno Merrill Office

Job America

Fresno, CA, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtaining securities industry licenses
Client relationship building
Phone-based financial advising
Merrill Wealth Management provides comprehensive wealth management and investment services focused on goals-based financial planning

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment services focused on goals-based financial planning.
  • The Advisor Development Program offers structured training and licensing support to develop skills in client acquisition, relationship management, and financial advising.
  • Employees benefit from robust marketing support, ongoing professional development, and opportunities to connect with experts across banking and investment services.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment services focused on goals-based financial planning.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Obtaining Securities Industry licenses
  • Client relationship building
  • Phone-based financial advising
  • Investment and financial market knowledge
  • Regulatory compliance and due diligence

Nice-to-have

  • Proactive mindset and time management
  • Effective communication and collaboration
  • Adaptability to new technology
  • Results-driven approach
  • Diversity and inclusion focus

Key Requirements

  • Securities Industry Essentials (SIE) license within 60 days
  • Series 7 and Series 66 licenses within 120 days
  • SAFE Act registration and background check
  • Bachelor’s degree or one year financial services/sales experience

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter