Financial Solutions Advisor - Registration Candidate - Tucson Area

Bank of America Merrill Lynch

Tucson, Arizona, United States
Not specified; not specified; not specified
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor (FSA I) for the Tucson area, focusing on helping clients achieve their financial goals through a structured training program leading to necessary industry licenses. The role emphasizes client relationship management and offers career advancement opportunities within a supportive and inclusive company culture. **

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.
  • Success in this position requires a results-driven mindset and the ability to execute multiple tasks simultaneously in a fast-paced environment.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor (FSA I) for the Tucson area, focusing on helping clients achieve their financial goals through a structured training program leading to necessary industry licenses. The role emphasizes client relationship management and offers career advancement opportunities within a supportive and inclusive company culture. **

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 and recommend solutions

Nice-to-have

  • Spanish speaking skills
  • Bachelor's degree in finance or related field
  • One year of financial services sales experience

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
  • Subject to SAFE Act registration requirements
  • Self-disciplined time management capabilities

Work Rights

Not specified

Tailored Resume

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