Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center

Job America

Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Securities industry essentials sie license
Series 7 and series 66 exam completion
Building strong client relationships
Merrill Wealth Management is seeking candidates for the Advisor Development Program as Financial Solutions Advisors, focusing on building client relationships and providing financial guidance. The role requires obtaining securities licenses and offers a structured path for career advancement within the organization

Job Summary

  • Merrill Wealth Management offers a comprehensive development program to train Financial Solutions Advisors in goals-based wealth management.
  • Participants receive dedicated study time to obtain essential securities licenses including the SIE, Series 7, and Series 66 exams.
  • The role involves humanizing financial interactions while guiding clients through complex financial planning for retirement, education, and legacy goals.

Matching Summary

Match Score: 85

Merrill Wealth Management is seeking candidates for the Advisor Development Program as Financial Solutions Advisors, focusing on building client relationships and providing financial guidance. The role requires obtaining securities licenses and offers a structured path for career advancement within the organization.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Building strong client relationships

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Proactive mindset with effective time management

Key Requirements

  • Obtain Securities Industry Essentials (SIE) license
  • Pass Series 7 and Series 66 exams
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter