Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Grand Junction, Co
Merrill Wealth Management
Grand Junction, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie series 7 and series 66 licenses
Phone-based licensed advisor role
Holistic financial advice delivery
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Merrill Wealth Management is seeking candidates for the Advisor Development Program as Financial Solutions Advisor Trainees in Grand Junction, CO. The role involves obtaining securities licenses and providing holistic financial advice to clients, with a strong emphasis on relationship building and comprehensive support.
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Job Summary
The program provides dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specific timelines.
Financial Solutions Advisors in the centralized segment provide holistic financial advice and guidance to clients via phone interactions.
The role offers unlimited potential for financial growth with a strong referral base from Bank of America's extensive household network.
Matching Summary
Match Score: 75
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Merrill Wealth Management is seeking candidates for the Advisor Development Program as Financial Solutions Advisor Trainees in Grand Junction, CO. The role involves obtaining securities licenses and providing holistic financial advice to clients, with a strong emphasis on relationship building and comprehensive support.
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Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
obtain SIE Series 7 and Series 66 licenses
phone-based licensed advisor role
holistic financial advice delivery
Nice-to-have
proactive mindset and time management
results-driven approach to client needs
diverse background and unique perspectives
Key Requirements
Obtain SIE license within 60 days of hire
Obtain Series 7 and 66 licenses within 120 days
Bachelor's degree or one year of financial services experience