Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Oregon-denali Merrill Offices
Job America
Oregon, US
Not specified; not specified; not specified
Obtain sie series 7 series 66 licenses
Phone-based licensed advisor role
Holistic financial advice delivery
Merrill Wealth Management offers a comprehensive Advisor Development Program designed to train individuals in goals-based wealth management and investment guidance
Job Summary
Merrill Wealth Management offers a comprehensive Advisor Development Program designed to train individuals in goals-based wealth management and investment guidance.
Participants must obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specific timelines to qualify for the Financial Solutions Advisor role.
The program provides world-class training, one-on-one coaching, and access to a vast referral base from Bank of America's household relationships.
Matching Summary
Merrill Wealth Management offers a comprehensive Advisor Development Program designed to train individuals in goals-based wealth management and investment guidance.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
obtain SIE Series 7 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 sales
diverse background and perspectives
ability to work with affluent clients
collaboration with banking partners
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