Wealth Management Advisor in Training

ISHE; Boise, Northern (ID, KY); Hybrid; USD 40,000 - 47,000; Full time

Job summary

Merrill Wealth Management in the United States seeks a Financial Solutions Advisor within the Advisor Development Program. This phone-based licensed advisor role guides clients, identifies solutions, and progresses through stages to become a Merrill Financial Advisor.

You will earn SIE, Series 7 and 66 licenses, complete structured training, work with affluent clients, and collaborate with banking and investment partners; a strong focus on client needs and compliant practices.

Qualifications

• Displays confidence in a sales role.
• Builds strong client relationships through effective communication.
• Proactive mindset with effective time management.
• Demonstrates regulatory due diligence in daily activities.
• Identifies client solutions using learnings and information.
• Executes duties with client-first focus.

Responsibilities

• Provide end-to-end comprehensive financial advice and guidance to clients.
• Deliver client reviews and presentations with confidence.
• Identify client needs and recommend strategies to meet goals.
• Collaborate with banking and investment partners to mobilize solutions.
• Build and manage relationships with affluent and high-net-worth clients.

Skills

Sales confidence

Client relationships

Time management

Regulatory diligence

Communication

Proactive mindset

Education

Bachelor's degree (finance or related)

Job description

Merrill Wealth Management in the United States seeks a Financial Solutions Advisor within the Advisor Development Program. This phone-based licensed advisor role guides clients, identifies solutions, and progresses through stages to become a Merrill Financial Advisor.

You will earn SIE, Series 7 and 66 licenses, complete structured training, work with affluent clients, and collaborate with banking and investment partners; a strong focus on client needs and compliant practices.