Advisor Development Program - Financial Solutions Advisor Trainee: Norwich West Main Financial Center

Job America

Norwich, CT, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Sales role confidence
Client relationship building
Securities industry licensing
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • The Advisor Development Program provides dedicated study time for Securities Industry Essentials, Series 7, and Series 66 Exams and teaches foundational advisor skills.
  • The role offers a base salary with benefits eligibility and supports career progression toward becoming a core Merrill Financial Advisor.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Sales role confidence
  • Client relationship building
  • Securities Industry licensing
  • Time management skills
  • Regulatory due diligence

Nice-to-have

  • Proactive mindset
  • Results-driven approach
  • Adaptability to new technology
  • Effective communication
  • Collaboration skills

Key Requirements

  • Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 licensing
  • SAFE Act registration
  • Bachelor’s degree or one year financial services experience

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter