Financial Solutions Advisor Registration Candidate - Garden City
Bank of America Merrill Lynch
Garden City, United States
Not specified; not specified; not specified
In-office with potential flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Garden City, NY, who will undergo training to obtain essential industry licenses and build client relationships. The role emphasizes an inclusive culture and offers a structured career development path within the financial services industry
Job Summary
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time.
Employees will build and manage client relationships to provide comprehensive financial advice and investment solutions.
The position requires adherence to SAFE Act registration requirements including background checks for mortgage originations.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Garden City, NY, who will undergo training to obtain essential industry licenses and build client relationships. The role emphasizes an inclusive culture and offers a structured career development path within the financial services industry.
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
Cultivate client relationships
Manage time and capacity self-discipline
Execute multiple tasks simultaneously
Nice-to-have
Current FINRA Securities Industry Essentials holder
Bachelor's degree in finance or related field
One year financial services sales experience
Strong peer collaboration skills
Results-driven mindset in fast-paced environment
Key Requirements
High School Diploma or GED required
Must obtain SIE within 30 days of hire
Must obtain Series 7 and 66 within 120 days
SAFE Act registration and background check required