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

Job America

San Francisco, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtaining securities industry licenses
Phone-based financial advising
Client relationship management
Merrill Wealth Management provides comprehensive wealth management and investment products focused on goals-based financial planning

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products focused on goals-based financial planning.
  • The role includes dedicated training to obtain Securities Industry licenses and develop foundational advisory skills to support clients’ financial goals.
  • Employees benefit from robust marketing support, ongoing professional development, and a culture committed to responsible growth and diversity.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products focused on goals-based financial planning.

Salary

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

Skills & Requirements

Must-have

  • Obtaining Securities Industry licenses
  • Phone-based financial advising
  • Client relationship management
  • Investment and financial market knowledge
  • Consultative sales approach
  • Regulatory compliance adherence

Nice-to-have

  • Proactive mindset and time management
  • Diversity and inclusion culture
  • Collaborative team environment
  • Continuous professional development
  • Technology adaptability
  • Results-driven focus

Key Requirements

  • Securities Industry Essentials (SIE) license within 60 days
  • Series 7 and Series 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 Originators, and FINRA hiring restrictions

Work Rights

SAFE Act registration required; must maintain good standing

Tailored Resume

Cover Letter