Financial Solutions Advisor Registration Candidate - Pbg Treasure Coast Market

Bank of America Merrill Lynch

Treasure Coast, Florida, United States
Not specified; not specified; not specified
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Treasure Coast Market in Florida. This entry-level position focuses on obtaining necessary securities licenses and developing skills to provide comprehensive financial advice to clients. **

Job Summary

  • The role involves obtaining industry licenses such as SIE, Series 7, and Series 66 while learning foundational advisory skills to guide clients through complex financial pictures.
  • Employees will work in financial centers to deliver core banking and investment solutions, leveraging Bank of America's extensive network to grow business relationships.
  • Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities for advancement across Bank of America and Merrill roles.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Treasure Coast Market in Florida. This entry-level position focuses on obtaining necessary securities licenses and developing skills to provide comprehensive financial advice to clients. **

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
  • SAFE Act registration and background check
  • Self-disciplined time management
  • Client relationship cultivation skills

Nice-to-have

  • Existing FINRA Securities Industry Essentials (SIE) certification
  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environments

Key Requirements

  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Must pass SAFE Act background check
  • Aptitude for obtaining required industry licenses
  • Experience cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter