Financial Solutions Advisor Registration Candidate- Bensalem Plaza

Bank of America Merrill Lynch

Bensalem, PA, US
Not specified; not specified; not specified
**
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 their Bensalem Plaza location. This entry-level role focuses on obtaining necessary securities licenses while developing client relationships and providing comprehensive financial advice. **

Job Summary

  • The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will build and manage client relationships while providing comprehensive financial advice and solutions.
  • Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities for career advancement.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Bensalem Plaza location. This entry-level role focuses on obtaining necessary securities licenses while developing client relationships and providing comprehensive financial advice. **

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
  • Client relationship cultivation
  • Consultative sales approach

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year financial services experience
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • High School Diploma or GED
  • SIE license obtained within 30 days
  • Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Aptitude for industry licensing exams

Work Rights

Not specified

Tailored Resume

Cover Letter