Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Sioux Falls, Nd

Merrill Wealth Management

Sioux Falls, ND, US
Not specified; not specified; not specified
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
Merrill Wealth Management offers a comprehensive development program for aspiring Financial Solutions Advisors to build careers in wealth management

Job Summary

  • Merrill Wealth Management offers a comprehensive development program for aspiring Financial Solutions Advisors to build careers in wealth management.
  • Participants receive dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses while learning foundational advisory skills.
  • The role involves providing holistic financial advice to affluent and high net worth clients through a centralized phone-based team structure.

Matching Summary

Merrill Wealth Management offers a comprehensive development program for aspiring Financial Solutions Advisors to build careers in wealth management.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • In-office culture with attendance requirements

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset and time management
  • Results-driven approach to client needs

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Not specified

Tailored Resume

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