Base: $35.90 hourly; bonus/equity: not specified; ...
Securities industry licenses (sie, series 7, series 66)
Client service support
Operational excellence goals
This role is an entry-level position into the Advisor Development Program, with a clear progression path to becoming a full-scale Financial Advisor at Merrill
Job Summary
This role is an entry-level position into the Advisor Development Program, with a clear progression path to becoming a full-scale Financial Advisor at Merrill.
You will receive dedicated study time and support to obtain essential Securities Industry licenses (SIE, Series 7, Series 66) within 120 days.
The program offers world-class training, one-on-one coaching, and resources to build your business knowledge and client relationships.
Matching Summary
This role is an entry-level position into the Advisor Development Program, with a clear progression path to becoming a full-scale Financial Advisor at Merrill.
Salary
Base: $35.90 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible
Skills & Requirements
Must-have
Securities Industry licenses (SIE, Series 7, Series 66)
Client service support
Operational excellence goals
Client advocacy
Microsoft Suite proficiency
Nice-to-have
Entrepreneurial mindset
Consultative approach
Adapt to new technology
Interpersonal and relationship building
Key Requirements
Obtain SIE, Series 7, and Series 66 Exams within 120 days
Bachelor's degree and/or minimum one year of work experience