Financial Solutions Advisor - Registration Candidate - Phoenix Area

Bank of America Merrill Lynch

Phoenix, Arizona, United States
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
This role offers a structured career path starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66

Job Summary

  • This role offers a structured career path starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66.
  • Employees will work in financial centers to deliver core banking, investment solutions, and comprehensive client care strategies.
  • The position requires adherence to SAFE Act registration requirements and completion of a federal registry background check.

Matching Summary

This role offers a structured career path starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66.

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

  • Spanish speaking skills
  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Strong peer relationship building abilities
  • Adaptability to new technology applications

Key Requirements

  • High School Diploma or 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 registration and background check
  • Self-disciplined time management capabilities

Work Rights

Not specified

Tailored Resume

Cover Letter