Ghr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greenwood Village, CO

Ghr

Greenwood Village · Posted Sep 03

Finance Onsite
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Financial Solutions Advisor in the centralized Advisor Development Program for Merrill Wealth Management, based in Greenwood Village, CO. Role includes obtaining securities licenses (SIE, Series 7, Series 66) and transitioning to a Merrill Financial Advisor, with comprehensive training, phone-based client advisory, and collaboration across Bank of America and Merrill teams.

Details

Work type
Onsite
Remote eligible
No

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