Financial Solutions Advisor Registration Candidate - Manteca Financial Center

Bank of America

Manteca, CA, 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
Safe act registration compliance
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • The position offers a base salary of $28.85 - $33.65 hourly pay along with industry-leading benefits and paid time off.

Matching Summary

The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, paid time off, wellness resources

Skills & Requirements

Must-have

  • obtain SIE license within 30 days
  • obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • client relationship cultivation
  • consultative sales approach

Nice-to-have

  • strong peer collaboration skills
  • results-driven mindset
  • adaptability to new technology
  • experience in financial services
  • current SIE certification holder

Key Requirements

  • High School Diploma or GED
  • SIE license obtained within 30 days
  • Series 7 and 66 licenses within 120 days
  • SAFE Act background check clearance
  • No criminal history restrictions per FDIC/FINRA

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter