Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
GhrCharlotte · Posted Jul 22
Role provides phone-based service to Merrill clients, identifying client needs and referring sales opportunities to specialists; supports clients with needs-based financial solutions, with licensing exams required (SIE, Series 7, Series 66); in-office culture with attendance requirements; Charlotte, US; 40 hours/week.
Details
- Work type
- Onsite
- Remote eligible
- No
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