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
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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.
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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
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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.
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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