This role is an entry-level position into the Advisor Development Program, with the ultimate goal of becoming a full-scale Financial Advisor at Merrill
Job Summary
This role is an entry-level position into the Advisor Development Program, with the ultimate goal of becoming a full-scale Financial Advisor at Merrill.
You will receive dedicated study time and support to obtain your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams within 120 days.
The program involves progressive roles focused on developing a book of business, sourcing prospective clients, and providing comprehensive financial advice and solutions.
Matching Summary
This role is an entry-level position into the Advisor Development Program, with the ultimate goal of becoming a full-scale Financial Advisor at Merrill.
Skills & Requirements
Must-have
Client service support
Securities Industry licenses
Client relationship management
Sales role
Computer/technical literacy
Nice-to-have
Entrepreneurial mindset
Proactive mindset
Results-driven growth mindset
Interpersonal and relationship building skills
Ability to quickly build trust
Key Requirements
Obtain SIE, Series 7, and Series 66 Exams within 120 days
SAFE Act registration requirements
Bachelor’s degree and/or a minimum of one year of work experience