Financial Solutions Advisor Registration Candidate - Greater Kc Market

Bank of America Merrill Lynch

Greater Kansas City, Missouri, United States
Not specified; not specified; not specified
In-office with potential phone-based capacity.
Obtain sie, series 7, and series 66 licenses within specified timeframes
Cultivate client relationships and identify financial needs
Execute multiple tasks in a fast-paced environment
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Greater Kansas City market. This entry-level position offers comprehensive training and support for obtaining industry licenses, with a focus on building client relationships and providing tailored financial solutions

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses to provide comprehensive financial advice to clients.
  • Employees will work in financial centers to deliver core banking and investment solutions while building relationships with diverse client portfolios.
  • The position offers world-class training, one-on-one coaching, and opportunities to advance into Financial Solutions Advisor Stage II roles.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Greater Kansas City market. This entry-level position offers comprehensive training and support for obtaining industry licenses, with a focus on building client relationships and providing tailored financial solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE, Series 7, and Series 66 licenses within specified timeframes
  • Cultivate client relationships and identify financial needs
  • Execute multiple tasks in a fast-paced environment

Nice-to-have

  • Strong peer collaboration and communication skills
  • Results-driven mindset prioritizing client interests
  • Experience with complex financial solutions

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and Series 66 licenses within 120 days
  • Subject to SAFE Act registration and background check requirements
  • Aptitude for obtaining industry licenses and self-discipline in time management

Work Rights

Not specified

Tailored Resume

Cover Letter