Financial Solutions Advisor - Registration Candidate - Houston Area

Bank of America Merrill Lynch

Houston, Texas, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training

Job Summary

  • This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
  • The position involves building and managing client relationships while providing comprehensive advice on banking 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

This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.

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
  • Self-disciplined time management
  • Cultivate client relationships
  • Recommend financial solutions

Nice-to-have

  • Spanish speaking skills
  • Bachelor's degree preferred
  • One year financial services experience
  • Strong peer collaboration
  • Results-driven mindset

Key Requirements

  • High School Diploma or GED required
  • Must pass SAFE Act background check
  • Must maintain good standing in federal registry
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter