Financial Solutions Advisor Registration Candidate - Central Dfw Market
Bank of America Merrill Lynch
Dallas, Texas, United States
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
This role offers a structured journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses
Job Summary
This role offers a structured journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
Candidates will work in a financial center to deliver core banking, investment solutions, and comprehensive advice to clients ranging from small business owners to high net worth individuals.
The position requires adherence to an in-office culture with specific attendance requirements and successful completion of SAFE Act registration for mortgage-related duties.
Matching Summary
This role offers a structured journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
Skills & Requirements
Must-have
Obtain SIE license within 30 days
Obtain Series 7 and 66 licenses within 120 days
SAFE Act registration and background check
Cultivate client relationships and recommend solutions
Work in-office at financial center locations
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services sales experience
Strong peer collaboration and communication skills