Advisor Development Program - Financial Solutions Advisor Trainee: Falmouth - E. Main St Financial Center

Merrill Wealth Management

Falmouth, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry licenses
Client relationship management
Financial advice and guidance
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.
  • As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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: Eligible

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • financial advice and guidance
  • sales role confidence
  • proactive mindset

Nice-to-have

  • culture driven team
  • results focused effectiveness
  • adapt to new technology
  • humanizing financial interactions

Key Requirements

  • Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
  • SAFE Act registration requirements
  • Bachelor’s degree and/or minimum one year financial services or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter