Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Colorado Springs, CO
GhrColorado Springs · Posted Mar 25
Financial Solutions Advisor within the centralized Advisor Development Program. The role is phone-based and involves identifying client needs and providing holistic financial guidance while pursuing Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. Based in Colorado Springs, CO, with an in-office culture and structured training through The Academy; after licensing, progression to Merrill Financial Advisor role and ongoing professional development.
Details
- Work type
- Onsite
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