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Financial Solutions Advisor – Licensing & Client
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-26
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Merrill in San Diego is hiring a Financial Solutions Advisor Stage I. You start by obtaining SIE, Series 7 and Series 66 licenses, then learn to build and manage client relationships and provide guidance on financial solutions, with progression to Stage II as you grow.
The role operates in an in-office culture with training, career development, and a pathway to advanced positions within Merrill and the Academy. Compliance with SAFE Act is required.
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