Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Desert Mountain Merrill Office
Merrill Wealth Management
Desert Mountain, AZ, US
Not specified; not specified; not specified
Obtain sie series 7 and series 66 licenses
Phone-based licensed advisor role
Holistic financial advice delivery
This program provides a structured path to become a Financial Solutions Advisor by obtaining necessary securities licenses including SIE, Series 7, and Series 66
Job Summary
This program provides a structured path to become a Financial Solutions Advisor by obtaining necessary securities licenses including SIE, Series 7, and Series 66.
Advisors will provide holistic financial advice to clients by identifying broader product solutions for investments, savings, and liability management.
The role offers unlimited potential for financial growth with access to a strong referral base from Bank of America's extensive household network.
Matching Summary
This program provides a structured path to become a Financial Solutions Advisor by obtaining necessary securities licenses including SIE, Series 7, and Series 66.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
obtain SIE Series 7 and Series 66 licenses
phone-based licensed advisor role
holistic financial advice delivery
client relationship building skills
investment product knowledge application
Nice-to-have
proactive mindset and time management
results-driven approach to client needs
ability to work with affluent clients
strong communication and collaboration skills
adaptability to new technology applications
Key Requirements
Obtain SIE license within 60 days
Obtain Series 7 and 66 licenses within 120 days
Bachelor's degree preferred or one year experience