Financial Solutions Advisor - Registration Candidate - Scottsdale Area

Bank of America Merrill Lynch

Scottsdale, Arizona, United States
Hybrid
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Scottsdale area, focusing on developing client relationships and guiding them through their financial needs. The role requires obtaining specific industry licenses and offers a structured training program to support career progression

Job Summary

  • This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
  • You will build and manage client relationships while providing comprehensive financial advice and solutions to help clients achieve their goals.
  • The position requires adherence to SAFE Act registration requirements, including background checks and maintaining good standing for mortgage originations.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Scottsdale area, focusing on developing client relationships and guiding them through their financial needs. The role requires obtaining specific industry licenses and offers a structured training program to support career progression.

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
  • Execute multiple tasks in fast-paced environment
  • Collaborate with banking and investment partners

Nice-to-have

  • Spanish speaking skills
  • Bachelor's degree preferred
  • One year financial services experience
  • Strong peer communication 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
  • Self-disciplined time management skills

Work Rights

Not specified

Tailored Resume

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