Financial Solutions Advisor Registration Candidate - Silverdale Towne Centre

Bank of America Merrill Lynch

Silverdale, WA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office (with some flexibility based on role-specific considerations)
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Silverdale Towne Centre location. This role involves providing personalized financial advice and solutions to clients, requiring relevant licenses and a strong background in the financial services industry

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration and background checks.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Silverdale Towne Centre location. This role involves providing personalized financial advice and solutions to clients, requiring relevant licenses and a strong background in the financial services industry.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • At least one year in investments industry
  • At least one year in financial service or sales
  • SAFE Act registration compliance
  • Pass missing series within 60 days if applicable

Work Rights

Not specified

Tailored Resume

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