Financial Solutions Advisor Registration Candidate - Oklahoma Market

Bank of America Merrill Lynch

Oklahoma, US
Not specified; not specified; not specified
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Oklahoma Market, where the role primarily focuses on obtaining necessary securities licenses and developing client relationship skills. The position emphasizes training and support for career advancement while adhering to regulatory requirements. **

Job Summary

  • This role offers a structured training path to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses while learning foundational advisory skills.
  • Candidates will work in financial centers to deliver core banking and investment solutions, helping clients achieve their financial goals through comprehensive advice.
  • The position requires adherence to SAFE Act registration requirements, including background checks, for employees engaged in residential loan mortgage originations.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Oklahoma Market, where the role primarily focuses on obtaining necessary securities licenses and developing client relationship skills. The position emphasizes training and support for career advancement while adhering to regulatory requirements. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Self-disciplined time management
  • Client relationship cultivation skills
  • Consultative sales approach

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year financial services experience
  • Strong peer collaboration abilities
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • High School Diploma or GED required
  • Must pass SAFE Act background check
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter