Financial Solutions Advisor Registration Candidate - Port Orchard

Bank of America

Port Orchard, WA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Manage time and capacity self-discipline
This role offers a structured journey to obtain Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated classes

Job Summary

  • This role offers a structured journey to obtain Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated classes.
  • Employees will work in financial centers delivering core banking, investment solutions, and comprehensive financial advice to diverse clients.
  • The position includes industry-leading benefits, paid time off, and world-class training programs designed to support career growth.

Matching Summary

This role offers a structured journey to obtain Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated classes.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Manage time and capacity self-discipline
  • Cultivate client relationships and needs assessment
  • Collaborate with banking and investment partners

Nice-to-have

  • Mandarin language proficiency strongly preferred
  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Results-driven mindset in fast-paced environment
  • Strong peer relationship building skills

Key Requirements

  • High School Diploma or GED required
  • Must pass SAFE Act background check
  • SIE license required within 30 days of hire
  • Series 7 and 66 licenses required within 120 days
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter