Financial Solutions Advisor Registration Candidate - 29 Broadway

Bank of America

New York, NY, 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 client relationships and financial portfolios
The role offers a journey to obtain Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated classes

Job Summary

  • The role offers a journey to obtain Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated classes.
  • Employees will build successful careers through world-class training, on-boarding programs, and one-on-one coaching from Academy managers.
  • The position provides industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

The role offers a journey to obtain Securities Industry licenses including SIE, Series 7, and Series 66 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 client relationships and financial portfolios
  • Deliver comprehensive financial advice to clients
  • Collaborate with core banking and investment partners

Nice-to-have

  • Experience in cultivating client relationships
  • Bachelor's degree or one year of experience
  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment
  • Ability to learn new technology applications

Key Requirements

  • SIE license required within 30 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration and background check
  • Self-disciplined time management capabilities
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter