Financial Solutions Advisor Registration Candidate - Greater Michigan, Mi

Bank of America Merrill Lynch

Greater Michigan, MI, US
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Greater Michigan area. This role involves obtaining necessary securities licenses while providing client-focused financial advice and solutions, with a clear path for career advancement within the company. **

Job Summary

  • This role offers a structured journey to obtain essential securities licenses including SIE, Series 7, and Series 66 through dedicated training.
  • The position involves guiding clients with comprehensive financial advice to help them achieve their life priorities while humanizing financial interactions.
  • Employees will work within an inclusive culture committed to responsible growth, delivering for clients, teammates, and communities every day.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Greater Michigan area. This role involves obtaining necessary securities licenses while providing client-focused financial advice and solutions, with a clear path for career advancement within the company. **

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Client relationship cultivation skills
  • Consultative approach to financial needs

Nice-to-have

  • Current FINRA Securities Industry Essentials (SIE) holder
  • Bachelor's degree in relevant field
  • One year of financial services experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma or GED required
  • Must pass SAFE Act background check
  • Aptitude for obtaining industry licenses
  • Self-disciplined time management
  • Ability to work rotating Saturdays

Work Rights

Not specified

Tailored Resume

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