Advisor Development Program - Launch Your Wealth Mgmt Career

United States Digital Space LLC; Emeryville (CA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Merrill Wealth Management is seeking a driven ADP Financial Solutions Advisor Stage I to pursue Securities Industry licenses and learn to build client relationships with tailored financial advice. You will progress through stages of development, ultimately transitioning to Merrill Financial Advisor with a local office presence in the Berkeley area.

You will begin by studying for the SIE, Series 7 and Series 66 exams, then apply foundational advisory skills and grow a portfolio of affluent

Qualifications

• Displays confidence working in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven mindset and prioritizes client interests.
• Identifies appropriate client solutions through application of learnings and new information.
• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies.

Responsibilities

• Obtain Securities Industry licenses with dedicated study time.
• Build and manage client relationships and advise on financial solutions.
• Progress through ADP stages to become a Merrill Financial Advisor.

Skills

Sales

Client relationships

Time management

Results-driven

Solution identification

Regulatory due diligence

Education

Bachelor's degree

Job description

Merrill Wealth Management is seeking a driven ADP Financial Solutions Advisor Stage I to pursue Securities Industry licenses and learn to build client relationships with tailored financial advice. You will progress through stages of development, ultimately transitioning to Merrill Financial Advisor with a local office presence in the Berkeley area.

You will begin by studying for the SIE, Series 7 and Series 66 exams, then apply foundational advisory skills and grow a portfolio of affluent