Financial Solutions Advisor Registration Candidate- Village Crossing
Bank of America Merrill Lynch
Not specified; not specified; not specified
In-office with some flexibility
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Village Crossing location. This role focuses on obtaining necessary securities licenses and developing client relationships to provide comprehensive financial advice, with a strong emphasis on training and career growth
Job Summary
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing interactions.
Successful candidates will progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Village Crossing location. This role focuses on obtaining necessary securities licenses and developing client relationships to provide comprehensive financial advice, with a strong emphasis on training and career growth.
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
Collaborate with banking partners
Nice-to-have
Bachelor's degree preferred
One year financial services experience
Results-driven mindset
Effective communication skills
Adaptability to new technology
Key Requirements
High School Diploma or GED required
Must obtain SIE, Series 7, and 66 licenses
SAFE Act registration and background check required