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Advisor Development Program - Financial Solutions Advisor Trainee - Sherwood Financial Center at Merrill Lynch - ApplyBlast

Advisor Development Program - Financial Solutions Advisor Trainee - Sherwood Financial Center

Merrill Lynch

8 months ago

3.9 on Glassdoor

Onsite

Full Time

Trainee

0 applicants

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About this role

Merrill Wealth Management is hiring for an Advisor Development Program Financial Solutions Advisor Stage I, where individuals will obtain necessary securities licenses, learn foundational skills in client relationship management and financial advice, and progress towards building a client portfolio with the opportunity for career growth in wealth management.

Skills

Qualifications

Series 7 and 66 licenses or Series 63 and 65Bachelor’s degree or 1+ year of financial services or sales experience

About Merrill Lynch

ml.com

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1914

View Profile

Merrill Lynch is the wealth management arm of Bank of America, providing financial advisory and investment services to individuals, families, and institutions. It delivers personalized planning and portfolio management — including retirement, trust, estate, and brokerage solutions — supported by in-house research, digital tools, and broad institutional resources. Clients work with Merrill financial advisors to pursue long-term goals across every stage of life and career. The firm emphasizes an integrated offering that combines advisory expertise with Bank of America’s banking and custody capabilities.