Ghr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Colorado Springs, CO

Ghr

Colorado Springs · Posted Mar 25

Finance Onsite
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Advisor Development Program Financial Solutions Advisor Trainee (Centralized) based in Colorado Springs, CO. The role involves obtaining Securities Industry licenses (SIE, Series 7, Series 66), joining the centralized team as a Financial Solutions Advisor, and delivering holistic financial guidance via phone. The program includes structured training through The Academy, licenses with timelines, and progression toward Merrill Financial Advisor (MFSA).

What they are looking for

Sie Series_7 Series_66

Details

Work type
Onsite

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