Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Pasadena Merrill Office

Job America

Pasadena, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry essentials (sie) license
Series 7 and series 66 licenses
In-office attendance required
Merrill Wealth Management provides comprehensive wealth management and investment products focused on goals-based planning including retirement, education, and legacy

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products focused on goals-based planning including retirement, education, and legacy.
  • The Advisor Development Program offers structured training, licensing, and coaching to develop Financial Solutions Advisors who provide holistic financial advice and manage client portfolios.
  • This role offers unlimited financial growth potential, robust marketing support, and opportunities to connect with experts across banking and investment services.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products focused on goals-based planning including retirement, education, and legacy.

Salary

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

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 licenses
  • In-office attendance required
  • Phone-based licensed advisor
  • Client relationship management
  • Investment advice and guidance

Nice-to-have

  • Proactive mindset and time management
  • Results-driven and client-focused
  • Diversity and inclusion culture
  • Consultative sales approach
  • Collaboration with banking partners
  • Ongoing professional development

Key Requirements

  • Obtain SIE within 60 days of hire
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Bachelor’s degree or one year financial services/sales experience
  • Compliance with FDIC, SAFE Act, Loan Originator, and FINRA regulations

Work Rights

SAFE Act registration required for mortgage originations

Tailored Resume

Cover Letter