Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Birmingham, Al Merrill Office

Merrill

Birmingham, Al, US
Securities industry licenses
Series 7 and series 66
Client relationship management
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams

Job Summary

  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
  • We believe trust comes from transparency.

Matching Summary

As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Skills & Requirements

Must-have

  • Securities Industry licenses
  • Series 7 and Series 66
  • client relationship management
  • financial advice and guidance
  • phone-based licensed advisors

Nice-to-have

  • culture driven
  • resilient
  • results focused
  • diversity in thoughts
  • humanizing financial interactions

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements
  • Bachelor’s degree and/or minimum one year experience
  • Learns and adapts to new technology

Work Rights

Not specified

Tailored Resume

Cover Letter