Advisor Development Program - Financial Solutions Advisor Trainee: Troy Financial Center

The Advisor Development Program Financial Solutions Advisor Stage I initiates their career by obtaining Securities Industry licenses (SIE, Series 7, and Series 66) and mastering foundational advisory skills. Following successful completion, the candidate transitions to building a portfolio of affluent clients as a Merrill Financial Solutions Advisor. This entry-level role focuses on client acquisition, relationship management, and applying regulatory due diligence within a team-based environment.