Financial Solutions Advisor Registration Candidate - Broad Street Financial Center
Bank of America Merrill Lynch
Broad Street Financial Center, United States
Not specified; not specified; not specified
In-office with specific requirements for office-based attendance and flexibility based on role-specific considerations.
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 Registration Candidate at their Broad Street Financial Center. The role involves obtaining necessary securities licenses and providing comprehensive financial advice to clients while fostering relationships and delivering exceptional service
Job Summary
This role offers a structured journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
The position involves delivering comprehensive financial advice and investment solutions to diverse clients including small business owners and high net worth individuals.
Employees are supported by world-class training programs and one-on-one coaching from Academy managers invested in their career success.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate at their Broad Street Financial Center. The role involves obtaining necessary securities licenses and providing comprehensive financial advice to clients while fostering relationships and delivering exceptional service.
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
Cultivate client relationships and recommend solutions
Execute multiple tasks in fast-paced environment
Collaborate with banking and investment partners
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services sales experience
Strong peer relationship building skills
Results-driven mindset with client focus
Adaptability to new technology applications
Key Requirements
High School Diploma or GED required
Must pass SAFE Act background check and registration