Financial Solutions Advisor Registration Candidate- Central Dfw Market
Bank of America Merrill Lynch
Dallas, Texas, United States
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
This role offers a comprehensive training journey to obtain essential securities licenses including SIE, Series 7, and Series 66
Job Summary
This role offers a comprehensive training journey to obtain essential securities licenses including SIE, Series 7, and Series 66.
Candidates will learn foundational skills to build client relationships, analyze complex financial pictures, and provide tailored investment solutions.
The position requires adherence to SAFE Act registration requirements and involves rotating weekend shifts alongside standard business hours.
Matching Summary
This role offers a comprehensive training journey to obtain essential securities licenses including SIE, Series 7, and Series 66.
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
Client relationship cultivation and needs assessment
Rotating Saturday work schedule availability
Nice-to-have
Current FINRA Securities Industry Essentials (SIE) holder
Bachelor's degree in finance or related field
One year of financial services sales experience
Strong peer collaboration and communication skills