Financial Solutions Advisor Registration Candidate- Country Club

Bank of America Merrill Lynch

Not specified; not specified; not specified
In-office with some flexibility as required by the role.
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 to join their team, focusing on developing skills in financial advising while obtaining necessary industry licenses. The role emphasizes building client relationships and delivering tailored financial solutions within a supportive and growth-oriented company culture

Job Summary

  • This role offers a structured journey starting with obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes.
  • You will work in a financial center delivering core banking and investment solutions while building relationships with diverse clients including small business owners.
  • The position includes world-class training, onboarding programs, and coaching from Academy managers invested in your career success.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate to join their team, focusing on developing skills in financial advising while obtaining necessary industry licenses. The role emphasizes building client relationships and delivering tailored financial solutions within a supportive and growth-oriented company culture.

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
  • Collaborate with core banking and investment partners
  • Execute multiple tasks in fast-paced environment

Nice-to-have

  • Bachelor's degree or one year financial experience
  • Results-driven mindset prioritizing client interests
  • Strong peer collaboration and communication skills
  • Adaptability to new technology applications
  • Consultative approach to identifying client needs

Key Requirements

  • High School Diploma / 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
  • Self-disciplined time and capacity management

Work Rights

Not specified

Tailored Resume

Cover Letter