Financial Solutions Advisor - Registration Candidate - Austin Area

Bank of America Merrill Lynch

Austin, Texas, United States
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing interactions.
  • Successful candidates may progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill.

Matching Summary

The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment
  • Collaborate with banking and investment partners

Nice-to-have

  • Bi-lingual Spanish speaking skills
  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Strong peer relationship building abilities
  • Adaptability to new technology applications

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Subject to SAFE Act registration requirements
  • Self-disciplined time management capability

Work Rights

Not specified

Tailored Resume

Cover Letter