Trainee: Licensing & Growth as Financial Solutions Advisor

United States Digital Space LLC; Anchorage (AK); On-site; USD 55,000 - 85,000; Full time

Job summary

Merrill Wealth Management seeks an entry-level Financial Solutions Advisor for their centralized Advisor Development Program. You will begin by obtaining essential securities licenses and move toward becoming a Merrill Financial Advisor, delivering holistic guidance to clients with a focus on building long-term relationships.

You will train through the Academy, gain experience with affluent and high net worth clients, and progress along a defined path while leveraging Merrill’s tools and

Qualifications

• Demonstrates confidence in a sales environment.
• Builds strong client relationships through communication and collaboration.
• Maintains proactive time management and productivity.
• Shows results-driven mindset prioritizing client interests.
• Identifies client solutions using training and new information.
• Applies regulatory due diligence in daily activities and strategies.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) through structured training.
• Provide holistic financial guidance to clients and align Merrill products to client needs.
• Develop and manage client relationships and investment recommendations.
• Progress through Advisor Development stages toward Merrill Financial Advisor role.
• Collaborate with banking and investment partners to meet client needs.

Skills

Licensing readiness

Client relationship

Time management

Sales mindset

Regulatory diligence

Education

Bachelor's degree

Job description

Merrill Wealth Management seeks an entry-level Financial Solutions Advisor for their centralized Advisor Development Program. You will begin by obtaining essential securities licenses and move toward becoming a Merrill Financial Advisor, delivering holistic guidance to clients with a focus on building long-term relationships.

You will train through the Academy, gain experience with affluent and high net worth clients, and progress along a defined path while leveraging Merrill’s tools and