In-office with some flexibility, monday through friday with occasional saturdays.
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 the Tulsa market, where the successful applicant will begin their journey by obtaining necessary securities licenses and developing client relationship management skills. The role emphasizes an inclusive work culture and offers comprehensive training, with opportunities for career advancement within the organization
Job Summary
This role offers a structured journey starting with obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
The position involves building and managing client relationships while providing comprehensive financial advice and investment solutions to diverse customers.
Successful candidates will progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill Lynch.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Tulsa market, where the successful applicant will begin their journey by obtaining necessary securities licenses and developing client relationship management skills. The role emphasizes an inclusive work culture and offers comprehensive training, with opportunities for career advancement within the organization.
Skills & Requirements
Must-have
Obtain SIE license within 30 days
Obtain Series 7 and 66 licenses within 120 days
Self-disciplined time management
Cultivate client relationships
Collaborate with banking partners
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services experience
Strong oral and written communication skills
Results-driven mindset in fast-paced environment
Ability to learn new technology applications
Key Requirements
High School Diploma or GED required
Must obtain SIE license within 30 days of hire
Must obtain Series 7 and 66 licenses within 120 days