Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Fresno Merrill Office
Bank of America (GHR)
Fresno, CA, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain securities industry licenses
Phone-based licensed advisors
Client relationship management
Merrill Wealth Management offers comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management offers comprehensive wealth management and investment products and services for individuals, companies, and institutions.
The Advisor Development Program provides dedicated training and personalized classes to obtain Securities Industry licenses (SIE, Series 7, Series 66) and foundational advising skills.
This role offers unlimited potential for financial growth, a strong referral base, robust marketing support, and ongoing professional development.
Matching Summary
Merrill Wealth Management offers 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, paid time off
Skills & Requirements
Must-have
Obtain Securities Industry licenses
Phone-based licensed advisors
Client relationship management
Holistic financial advice
Investment and financial markets knowledge
Nice-to-have
Culture driven, resilient, results focused
Diversity in thoughts and backgrounds
Leverage relationships with households
Connect clients to all solutions
Key Requirements
Obtain SIE within 60 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration required
Bachelor's degree and/or 1 year financial services/sales experience