Financial Solutions Advisor Registration Candidate - Jacksonville Market

Bank of America Merrill Lynch

Jacksonville, FL, US
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
This role offers a structured journey to obtain necessary securities licenses including SIE, Series 7, and Series 66 through dedicated training

Job Summary

  • This role offers a structured journey to obtain necessary securities licenses including SIE, Series 7, and Series 66 through dedicated training.
  • You will build successful careers by learning foundational skills to guide clients through complex financial pictures and humanize financial interactions.
  • The position requires adherence to SAFE Act registration requirements and involves working in a financial center serving diverse client needs.

Matching Summary

This role offers a structured journey to obtain necessary securities licenses including SIE, Series 7, and Series 66 through dedicated training.

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
  • Execute multiple tasks in fast-paced environment
  • Collaborate with banking and investment partners

Nice-to-have

  • Current FINRA Securities Industry Essentials (SIE) holder
  • Bachelor's degree or one year financial services experience
  • Strong peer relationship building skills
  • Results-driven mindset prioritizing client interests
  • Adaptability to new technology applications

Key Requirements

  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Subject to SAFE Act background check and registration
  • Aptitude for obtaining industry licenses required
  • Self-disciplined time and capacity management

Work Rights

Not specified

Tailored Resume

Cover Letter