Not specified; not specified; benefits include wor...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
This role offers a structured journey starting with dedicated training to obtain essential Securities Industry licenses including SIE, Series 7, and Series 66
Job Summary
This role offers a structured journey starting with dedicated training to obtain essential Securities Industry licenses including SIE, Series 7, and Series 66.
Candidates will learn foundational advisor skills to build client relationships, analyze complex financial needs, and provide comprehensive investment solutions.
The position includes opportunities for career advancement into Financial Solutions Advisor Stage II and other roles within Bank of America and Merrill.
Matching Summary
This role offers a structured journey starting with dedicated training to obtain essential Securities Industry licenses including SIE, Series 7, and Series 66.
Salary
Not specified; Not specified; Benefits include world-class training and on-boarding programs
Skills & Requirements
Must-have
Obtain SIE license within 30 days
Obtain Series 7 and 66 licenses within 120 days
Self-disciplined time management
Client relationship cultivation skills
Results-driven mindset in fast-paced environment
Nice-to-have
Existing FINRA Securities Industry Essentials (SIE) certification
Bachelor's degree or one year financial services experience
Strong peer collaboration and communication skills
Experience with complex financial picture analysis
Ability to leverage extensive household relationships
Key Requirements
High School Diploma / GED required
Must pass SAFE Act background check and registration
Aptitude for obtaining industry licenses
Schedule availability for Monday-Friday and rotating Saturdays