Financial Solutions Advisor Registration Candidate - Lake Oswego, Or Market
Bank of America Merrill Lynch
Lake Oswego, OR, US
Not specified; not specified; not specified
In-office with flexibility based on role-specific requirements.
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 Lake Oswego, OR market. The role involves obtaining necessary securities licenses, building client relationships, and providing financial advice, supported by extensive training and development opportunities
Job Summary
This role offers a structured journey to obtain essential Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training.
Successful candidates will progress from acquiring clients to managing complex financial portfolios while humanizing financial interactions.
The position requires rotating Saturday shifts and adherence to SAFE Act registration requirements for mortgage-related activities.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Lake Oswego, OR market. The role involves obtaining necessary securities licenses, building client relationships, and providing financial advice, supported by extensive training and development opportunities.
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
Cultivate client relationships
Recommend financial solutions
Nice-to-have
Current FINRA Securities Industry Essentials holder
Bachelor's degree preferred
One year financial services experience
Strong peer collaboration skills
Results-driven mindset
Key Requirements
High School Diploma or GED required
Must obtain SIE within 30 days of hire
Must obtain Series 7 and 66 within 120 days
SAFE Act registration and background check required