Financial Solutions Advisor Registration Candidate - 150 Broadway

Bank of America Merrill Lynch

New York, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
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 achieve their financial goals while humanizing financial interactions.
  • This position offers industry-leading benefits, paid time off, and access to resources for sustainable business growth.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Self-disciplined time management
  • Cultivate client relationships
  • Collaborate with banking partners

Nice-to-have

  • Strong peer communication skills
  • Results-driven mindset
  • Adaptable to new technology
  • Executive presence
  • Referral identification skills

Key Requirements

  • SIE license required within 30 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration and background check
  • Bachelor's degree preferred
  • One year financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter