Financial Solutions Advisor Registration Candidate- Santa Fe Main

Bank of America Merrill Lynch

Santa Fe, New Mexico, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Manage client relationships and financial portfolios
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Santa Fe, New Mexico. The position focuses on obtaining necessary securities licenses and building client relationships while promoting the bank's financial solutions

Job Summary

  • This role offers a structured career path starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
  • Successful candidates will progress from Stage I to Stage II, deepening client relationships and delivering comprehensive financial advice.
  • The position requires adherence to SAFE Act registration requirements, including background checks and federal registry compliance.

Matching Summary

Match Score: 80

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Santa Fe, New Mexico. The position focuses on obtaining necessary securities licenses and building client relationships while promoting the bank's 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
  • Manage client relationships and financial portfolios
  • Collaborate with banking and investment partners
  • Work in-office at a financial center

Nice-to-have

  • Bilingual Mandarin speaker
  • Bachelor's degree preferred
  • One year financial services experience
  • Strong consultative sales approach
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma or GED required
  • Must pass SAFE Act background check
  • SIE license required within 30 days of hire
  • Series 7 and 66 licenses required within 120 days
  • Self-disciplined time management skills

Work Rights

Not specified

Tailored Resume

Cover Letter