Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Dayton, Oh
Job America
Dayton, Ohio, United States
Not specified; not specified; not specified
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Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
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Merrill Wealth Management is seeking Financial Solutions Advisor Trainees in Dayton, Ohio, to join their Advisor Development Program. The role focuses on providing comprehensive financial advice while obtaining necessary securities licenses, with a strong emphasis on building client relationships and professional development.
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Job Summary
Merrill Wealth Management offers a comprehensive Advisor Development Program for individuals seeking a career in goals-based wealth management.
Participants receive dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses before joining the centralized team as Financial Solutions Advisors.
The role involves providing holistic financial advice to affluent and high net worth clients while leveraging Bank of America's extensive product ecosystem.
Matching Summary
Match Score: 75
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Merrill Wealth Management is seeking Financial Solutions Advisor Trainees in Dayton, Ohio, to join their Advisor Development Program. The role focuses on providing comprehensive financial advice while obtaining necessary securities licenses, with a strong emphasis on building client relationships and professional development.
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