Financial Solutions Advisor Registration Candidate - South Palm Beach / North Broward Market

Bank of America Merrill Lynch

South Palm Beach, Florida, United States
Not specified; not specified; not specified
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the South Palm Beach/North Broward Market. This entry-level position offers comprehensive training and support in obtaining necessary securities licenses, with opportunities for career advancement in a collaborative and client-focused environment. **

Job Summary

  • This role offers a structured journey starting with obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training.
  • You will work in a financial center delivering core banking and investment solutions while guiding clients through complex financial pictures.
  • The position requires adherence to SAFE Act registration requirements, including background checks and maintaining good standing for mortgage originations.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the South Palm Beach/North Broward Market. This entry-level position offers comprehensive training and support in obtaining necessary securities licenses, with opportunities for career advancement in a collaborative and client-focused environment. **

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
  • Self-disciplined time management
  • Cultivate client relationships
  • Collaborate with banking partners

Nice-to-have

  • Strong peer relationship building
  • Results-driven mindset
  • Adaptable to new technology
  • Executive presence
  • Referral identification skills

Key Requirements

  • SIE license within 30 days of hire
  • Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • One year financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter