Obtain series 7 and series 66 licenses within 120 days
Self-disciplined time management
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 build and manage client relationships while providing comprehensive financial advice and investment solutions.
Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities for advancement 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.
Skills & Requirements
Must-have
Obtain SIE license within 30 days
Obtain Series 7 and Series 66 licenses within 120 days
Self-disciplined time management
Client relationship cultivation skills
Results-driven mindset in fast-paced environment
Nice-to-have
Experience in financial services or sales
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree preferred
Strong peer collaboration abilities
Consultative approach to client needs
Key Requirements
High School Diploma / GED required
Must obtain SIE license within 30 days
Must obtain Series 7 and 66 licenses within 120 days