Financial Solutions Advisor Registration Candidate - Pinnacle Park Financial Center

Bank of America Merrill Lynch

Not specified; not specified; not specified
**
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 who will embark on a path to secure industry licenses and develop client relationship skills. The position emphasizes training, support, and a commitment to helping clients achieve their financial goals. **

Job Summary

  • This role offers a structured journey to become a licensed Financial Solutions Advisor with dedicated training for industry exams.
  • You will build and manage client relationships while providing comprehensive financial advice and investment solutions.
  • The position requires adherence to SAFE Act registration requirements and successful completion of specific licensing milestones.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate who will embark on a path to secure industry licenses and develop client relationship skills. The position emphasizes training, support, and a commitment to helping clients achieve their financial goals. **

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

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Strong consultative sales approach

Key Requirements

  • High School Diploma or GED
  • SIE, Series 7, and Series 66 Licenses
  • SAFE Act Registration

Work Rights

Not specified

Tailored Resume

Cover Letter