Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Colorado Springs, Co
Merrill Wealth Management
Colorado Springs, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills
Job Summary
This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills.
Financial Solutions Advisors in this centralized segment provide phone-based holistic financial advice to identify investment, savings, and liability solutions for clients.
The position includes industry-leading benefits, paid time off, and robust marketing support to help advisors grow their business with a strong referral base.
Matching Summary
This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Obtain SIE license within 60 days
Obtain Series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
Holistic financial advice delivery
Client relationship building skills
Nice-to-have
Proactive mindset and time management
Results-driven approach to client needs
Ability to work with affluent clients
Strong referral base utilization
Collaboration with banking partners
Key Requirements
Bachelor's degree preferred
One year financial services or sales experience preferred