The role involves obtaining industry licenses including SIE, Series 7, and Series 66 through dedicated training programs
Job Summary
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
Employees will guide clients with comprehensive financial solutions while humanizing interactions and building long-term relationships.
Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities to advance within Bank of America and Merrill.
Matching Summary
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Securities Industry Essentials SIE license
Series 7 and Series 66 licenses
Client relationship cultivation skills
Consultative approach to financial advice
Self-disciplined time management
Nice-to-have
Bachelor's degree in finance or related field
Existing FINRA Securities Industry Essentials certification
One year of financial services sales experience
Strong peer collaboration abilities
Results-driven mindset in fast-paced environments
Key Requirements
Obtain SIE license within 30 days of hire
Obtain Series 7 and 66 licenses within 120 days
Pass SAFE Act background check and registration
Aptitude for obtaining required industry licenses
Ability to work Monday through Friday with some Saturdays