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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Northwest Florida Market. This entry-level position includes obtaining essential financial industry licenses and training to manage client relationships effectively while promoting financial solutions.
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Job Summary
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
Employees will deliver comprehensive financial advice and solutions to clients while humanizing financial interactions.
Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities for career advancement within Bank of America and Merrill.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Northwest Florida Market. This entry-level position includes obtaining essential financial industry licenses and training to manage client relationships effectively while promoting financial solutions.
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Skills & Requirements
Must-have
Self-disciplined time management
Client relationship cultivation
Results-driven mindset in fast-paced environment
Nice-to-have
Strong peer collaboration skills
Adaptability to new technology
Executive presence and oral communication
Key Requirements
Obtain SIE license within 30 days of hire
Obtain Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check compliance