Manage client relationships and financial portfolios
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate to embark on a career path that includes obtaining essential securities licenses and developing client relationship skills. This role emphasizes a commitment to responsible growth, inclusivity, and a supportive workplace environment.
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Job Summary
This role offers a structured journey starting with dedicated training to obtain essential Securities Industry licenses including SIE, Series 7, and Series 66.
Successful candidates will progress from Stage I to Stage II, deepening client relationships and delivering comprehensive financial advice across banking and investment solutions.
The position requires adherence to SAFE Act registration requirements and involves working in a rotating schedule that may include Saturdays.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate to embark on a career path that includes obtaining essential securities licenses and developing client relationship skills. This role emphasizes a commitment to responsible growth, inclusivity, and a supportive workplace environment.
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Skills & Requirements
Must-have
Obtain SIE license within 30 days
Obtain Series 7 and 66 licenses within 120 days
Manage client relationships and financial portfolios
Demonstrate aptitude for industry licensing exams
Execute tasks in fast-paced banking environment
Nice-to-have
Current FINRA Securities Industry Essentials (SIE) holder
Bachelor's degree or one year financial services experience
Strong peer collaboration and communication skills
Results-driven mindset with client focus
Ability to leverage Bank of America household network
Key Requirements
High School Diploma / GED required
Must obtain SIE within 30 days of hire
Must obtain Series 7 & 66 within 120 days
SAFE Act registration and background check required