Financial Solutions Advisor - Registration Candidate - South Houston Area

Bank of America Merrill Lynch

South Houston, Texas, United States
Not specified; not specified; not specified
In-office (with some flexibility based on role-specific considerations)
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 a Financial Solutions Advisor in the South Houston area, focused on helping clients achieve their financial goals while providing personalized financial advice. The role requires obtaining securities licenses and emphasizes client relationship management and collaboration within financial centers

Job Summary

  • This role offers a structured journey to become a licensed Financial Solutions Advisor with dedicated training for SIE, Series 7, and Series 66 exams.
  • You will work in a financial center delivering comprehensive banking and investment solutions while building relationships with diverse clients.
  • The position requires adherence to SAFE Act registration requirements and involves rotating Saturday shifts alongside Monday through Friday hours.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the South Houston area, focused on helping clients achieve their financial goals while providing personalized financial advice. The role requires obtaining securities licenses and emphasizes client relationship management and collaboration within financial centers.

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

Nice-to-have

  • Spanish speaking skills
  • Bachelor's degree in finance
  • One year financial services experience
  • Strong peer collaboration skills

Key Requirements

  • High School Diploma or GED
  • SIE license obtained within 30 days of hire
  • Series 7 and 66 licenses obtained within 120 days
  • SAFE Act registration compliance
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter