Ghr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MI

Ghr

Bloomfield Hills · Posted Sep 03

Finance Onsite
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) based in Bloomfield Hills, MI. The centralized, phone-based advisor role guides clients with holistic financial solutions while you obtain Securities Industry licenses (SIE, Series 7, Series 66) and later join Merrill Financial Advisor. Training and licensing are structured through The Academy, with a defined path from FSA to MFSA. Role emphasizes in-office attendance with role-specific flexibility, collaboration with banking and investment partners, and development within Merrill Wealth Management and Bank of America. Licensing targets: SIE within 60 days; Series 7 & 66 within 120 days (63 & 65 accepted in lieu of 66).

Details

Work type
Onsite
Remote eligible
No

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