Financial Solutions Advisor Registration Candidate - Sarasota South Market

Bank of America Merrill Lynch

Sarasota, Florida, United States
Not specified; not specified; not specified
Hybrid (with in-office attendance required)
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Sarasota, Florida. This entry-level position focuses on obtaining necessary securities licenses and training to provide comprehensive financial advice and client relationship management. ###

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to become a licensed Financial Solutions Advisor.
  • Employees will deliver comprehensive banking and investment advice to clients while building long-term relationships across various market segments.
  • Bank of America provides world-class training, dedicated coaching, and structured study time to ensure success in this career path.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Sarasota, Florida. This entry-level position focuses on obtaining necessary securities licenses and training to provide comprehensive financial advice and client relationship management. ###

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
  • SAFE Act registration compliance
  • Client relationship cultivation skills
  • Consultative sales approach execution

Nice-to-have

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

Key Requirements

  • SIE license obtained within 30 days of hire
  • Series 7 and 66 licenses obtained within 120 days
  • Successful SAFE Act background check and registration
  • Self-disciplined time management capabilities
  • Proven experience in cultivating client relationships

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter