Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center

Bank of America Merrill Lynch

Palm Desert, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Palm Desert Financial Center. This entry-level position involves obtaining essential securities licenses, developing client relationships, and delivering comprehensive financial solutions, supported by extensive training and career growth opportunities. **

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • This position offers a base salary of $28.85 - $33.65 hourly pay along with industry-leading benefits and paid time off.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Palm Desert Financial Center. This entry-level position involves obtaining essential securities licenses, developing client relationships, and delivering comprehensive financial solutions, supported by extensive training and career growth opportunities. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Client relationship cultivation
  • Consultative sales approach

Nice-to-have

  • Current FINRA SIE certification
  • Bachelor's degree preferred
  • One year financial services experience
  • Strong peer collaboration skills
  • Results-driven mindset

Key Requirements

  • High School Diploma or GED
  • Must obtain SIE, Series 7, and 66 licenses
  • SAFE Act background check and registration
  • Aptitude for obtaining industry licenses
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter