Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Madison, WI Merrill Office

A Financial Solutions Advisor in the centralized segment of the Advisor Development Program at Merrill Wealth Management provides holistic financial advice and guidance to clients via phone. The role involves obtaining required securities licenses, building client relationships, and developing investment strategies to help clients achieve their financial goals. This position serves as a foundational step in a career path that leads to becoming a full Merrill Financial Advisor.