Financial Solutions Advisor Registration Candidate- East Dallas Market
Bank of America Merrill Lynch
East Dallas, Texas, United States
Not specified; not specified; not specified
In-office with specific attendance requirements and some flexibility based on role.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the East Dallas Market. This role involves obtaining necessary securities licenses and building client relationships while providing comprehensive financial advice, with a strong emphasis on training and career development
Job Summary
This role offers a structured journey to obtain essential securities licenses including SIE, Series 7, and Series 66 through dedicated training.
Successful candidates will progress from acquiring clients to managing complex financial portfolios and delivering comprehensive investment solutions.
The position requires adherence to SAFE Act registration requirements and involves rotating Saturday shifts alongside standard Monday-Friday hours.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the East Dallas Market. This role involves obtaining necessary securities licenses and building client relationships while providing comprehensive financial advice, with a strong emphasis on training and career development.
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
SAFE Act registration compliance
Client relationship cultivation
Consultative financial advice delivery
Nice-to-have
Current FINRA Securities Industry Essentials holder