Ghr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Charlotte, NC

Ghr

Charlotte · Posted Aug 31

Finance Onsite
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Financial Solutions Advisor Trainee in the centralized Advisor Development Program for Merrill Wealth Management, based in Charlotte, NC. Role focuses on obtaining securities licenses (SIE, Series 7, Series 66) through dedicated training, building client relationships, and delivering holistic financial advice. In-office culture with role-specific flexibility; comprehensive Academy training and licensing support; opportunity to serve affluent and high-net-worth clients with cross-partner collaboration. The program provides a defined path to Merrill Financial Advisor.

Details

Work type
Onsite
Remote eligible
No

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