Wealth Advisor Development Program - Partially Registered

United States Digital Space LLC; Napa (CA); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor-Partially Registered in the Napa, CA area. You will identify client needs, build relationships, review goals, and deliver comprehensive recommendations with mentoring from Merrill teams.

You'll gain hands-on experience with high-net-worth clients, using a defined consultative approach to grow a book of business, while working toward Series 7/66 licenses and regulated training requirements.

Qualifications

• SIE and 4+ years in professional and/or military experience
• 2+ years experience in investments industry
• Ability to obtain Series 7 and 66 licenses within program time

Responsibilities

• Learn to provide tailored advice and presentations for clients.
• Partner with management to assess financial goals and recommend strategies.
• Shadow Financial Advisor teams to build network and promote portfolio growth.
• Build a sustainable book of business and collaborate with internal partners.

Skills

SIE

Series 7

Series 66

Client relationships

Communication

Sales

Financial advisory

Education

Bachelor's degree in business-related field

Job description

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor-Partially Registered in the Napa, CA area. You will identify client needs, build relationships, review goals, and deliver comprehensive recommendations with mentoring from Merrill teams.

You'll gain hands-on experience with high-net-worth clients, using a defined consultative approach to grow a book of business, while working toward Series 7/66 licenses and regulated training requirements.