Financial Solutions Advisor Registration Candidate - Pleasant Hill Financial Center
Bank of America (GHR)
Pleasant Hill, California, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client solutions advisory
Client management
Consultative approach with clients
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
Job Summary
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client Solutions Advisory
Client Management
Consultative approach with clients
Financial advice and solutions
Humanizing financial interactions
Nice-to-have
Executive Presence
Risk Management
Business Acumen
Collaboration with partners
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration required
FINRA Securities Industry Essentials (SIE) license
Bachelor’s degree and/or minimum one year financial services or sales experience