Financial Solutions Advisor Registration Candidate - Totem Lake, Wa Market

Bank of America Merrill Lynch

Kirkland, WA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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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 in Totem Lake, WA. The position offers comprehensive training for obtaining industry licenses and emphasizes building client relationships while prioritizing their financial needs. **

Job Summary

  • This role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • The position requires building and managing client relationships while providing comprehensive financial advice and investment solutions.
  • Employees receive industry-leading benefits, paid time off, and access to resources supporting physical, emotional, and financial wellness.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Totem Lake, WA. The position offers comprehensive training for obtaining industry licenses and emphasizes building client relationships while prioritizing their financial needs. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

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

  • Current FINRA Securities Industry Essentials holder
  • Bachelor's degree preferred
  • One year financial services experience
  • Strong peer collaboration abilities
  • Adaptability to new technology

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Subject to SAFE Act registration requirements
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

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