Financial Solutions Advisor Registration Candidate - Oklahoma City Market

Bank of America Merrill Lynch

Oklahoma City, Oklahoma, United States
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
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will work in a financial center to deliver core banking and investment solutions while building relationships with diverse clients.
  • Success in this position requires a results-driven mindset and the ability to manage multiple tasks in a fast-paced environment.

Matching Summary

The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

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

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Strong peer collaboration and communication skills

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and Series 66 licenses
  • Subject to SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter