Financial Solutions Advisor Registration Candidate - Alpharetta Market

Bank of America Merrill Lynch

Alpharetta, Georgia, United States
Onsite with potential flexibility based on business needs.
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 its Alpharetta market. The role involves obtaining Securities Industry licenses and developing client relationships while delivering comprehensive financial advice

Job Summary

  • This role offers a comprehensive training journey to obtain necessary securities licenses including SIE, Series 7, and Series 66.
  • The position involves building and managing client relationships while providing end-to-end financial advice and investment solutions.
  • Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness for all teammates.

Matching Summary

Match Score: 75

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Alpharetta market. The role involves obtaining Securities Industry licenses and developing client relationships while delivering comprehensive financial advice.

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
  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment

Key Requirements

  • SIE license required within 30 days of hire
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration and background check
  • Self-disciplined time management
  • Aptitude for obtaining industry licenses

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter