Financial Solutions Advisor Registration Candidate - Lake Forest, Il

Bank of America Merrill Lynch

Lake Forest, IL, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations
Aptitude for obtaining industry licenses
Self-disciplined time management
Client relationship cultivation skills
Bank of America Merrill Lynch is hiring a Financial Solutions Advisor Registration Candidate in Lake Forest, IL, focusing on helping clients with their financial needs while fostering an inclusive workplace culture. The role involves obtaining necessary securities licenses and developing client relationships through comprehensive financial advice. Successful candidates will benefit from extensive training and career advancement opportunities

Job Summary

  • The role involves a structured journey starting with obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
  • Employees will work in financial centers to deliver core banking, investment solutions, and comprehensive client care while humanizing financial interactions.
  • The position offers industry-leading benefits, paid time off, and access to resources supporting sustainable business growth and community impact.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is hiring a Financial Solutions Advisor Registration Candidate in Lake Forest, IL, focusing on helping clients with their financial needs while fostering an inclusive workplace culture. The role involves obtaining necessary securities licenses and developing client relationships through comprehensive financial advice. Successful candidates will benefit from extensive training and career advancement opportunities.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits and PTO

Skills & Requirements

Must-have

  • Aptitude for obtaining industry licenses
  • Self-disciplined time management
  • Client relationship cultivation skills
  • Results-driven mindset in fast-paced environment

Nice-to-have

  • Strong peer collaboration abilities
  • Adaptability to new technology
  • Experience with complex financial scenarios

Key Requirements

  • Obtain SIE within 30 days of hire
  • Obtain Series 7 and 66 within 120 days
  • SAFE Act registration and background check compliance
  • Bachelor's degree or one year financial sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter