Manage client relationships and financial portfolios
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 financial centers to deliver core banking, investment solutions, and personalized client care.
Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities to advance within Bank of America and Merrill.
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
Manage client relationships and financial portfolios
Deliver comprehensive financial advice to clients
Collaborate with banking and investment partners
Nice-to-have
Self-disciplined time management skills
Experience in cultivating client relationships
Strong peer communication and collaboration
Results-driven mindset in fast-paced environment
Ability to learn new technology applications
Key Requirements
High School Diploma or GED
Must obtain SIE license within 30 days
Must obtain Series 7 and 66 licenses within 120 days