Financial Solutions Advisor Registration Candidate - Woodruff Road

Bank of America Merrill Lynch

Not specified; not specified; not specified
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
** Bank of America Merrill Lynch is seeking candidates for the Financial Solutions Advisor Registration role, emphasizing the importance of providing exceptional financial advice and client relationship management. The position involves obtaining industry licenses and offers structured training, with opportunities for career advancement within the organization. **

Job Summary

  • This role offers a structured journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.
  • You will be trained to deliver comprehensive financial advice, manage client portfolios, and connect clients with Bank of America and Merrill solutions.
  • The position requires adherence to SAFE Act registration requirements and involves potential rotation between financial centers based on business needs.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for the Financial Solutions Advisor Registration role, emphasizing the importance of providing exceptional financial advice and client relationship management. The position involves obtaining industry licenses and offers structured training, with opportunities for career advancement within the organization. **

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
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment
  • Collaborate with banking and investment partners

Nice-to-have

  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree or one year financial services experience
  • Results-driven mindset prioritizing client interests
  • Strong peer relationships through effective communication
  • Ability to learn new technology applications quickly

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Subject to SAFE Act background check and registration
  • Aptitude for obtaining industry licenses required

Work Rights

Not specified

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