Financial Solutions Advisor Registration Candidate - Northcross

Bank of America Merrill Lynch

**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time and capacity management
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate, emphasizing the importance of building client relationships and obtaining industry licenses. The role offers comprehensive training and career advancement opportunities within a supportive culture. **

Job Summary

  • This role offers a structured journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated classes.
  • The position involves delivering core banking and investment solutions while humanizing financial interactions for clients across various net worth levels.
  • Successful candidates will progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill Lynch.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate, emphasizing the importance of building client relationships and obtaining industry licenses. The role offers comprehensive training and career advancement opportunities within a supportive culture. **

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Self-disciplined time and capacity management
  • Cultivating client relationships and needs assessment
  • Results-driven mindset in fast-paced environment

Nice-to-have

  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree or one year financial services experience
  • Experience with consultative approach to clients
  • Strong peer collaboration and communication skills
  • Ability to leverage household banking relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter