Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market

Bank of America Merrill Lynch

South Broward / North Dade, FL, US
Not specified; not specified; not specified
Hybrid
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the South Broward/North Dade market. The role involves obtaining necessary securities licenses and developing client relationships to provide comprehensive financial solutions

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will build and manage client relationships while providing comprehensive financial advice and investment solutions.
  • Success in this position requires a results-driven mindset and the ability to work in a complex, fast-paced environment.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the South Broward/North Dade market. The role involves obtaining necessary securities licenses and developing client relationships to provide comprehensive financial solutions.

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
  • Self-disciplined time management
  • Cultivate client relationships
  • Recommend financial solutions

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence
  • Business acumen

Key Requirements

  • SIE license within 30 days of hire
  • Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • One year financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter