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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Colorado Springs, CO at 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Compensation

$29 – $34/hr

Location
Colorado Springs, Colorado
Type
Full-time
Level
entry
Posted

Description

Merrill Wealth Management is hiring a Financial Solutions Advisor in its centralized Advisor Development Program to provide phone-based, holistic financial advice to affluent and high-net-worth clients. The role requires obtaining Securities Industry Essentials, Series 7, and Series 66 licenses, developing client relationships, reviewing investment goals, preparing recommendations, and coordinating with banking and investment partners. It is an in-office, first-shift position in Colorado Springs, Colorado, with 40 hours per week and hourly pay of $28.85 to $33.65.

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