Financial Solutions Advisor Registration Candidate - Fairfield/concord Market

Bank of America

Vallejo, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Vallejo, CA location. The position offers extensive training for obtaining necessary securities licenses and focuses on developing client relationships to provide tailored financial advice. **

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will deliver comprehensive financial advice, manage client portfolios, and collaborate with core banking and investment partners.
  • The position offers a base salary of $28.85 - $33.65 hourly pay along with industry-leading benefits and paid time off.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Vallejo, CA location. The position offers extensive training for obtaining necessary securities licenses and focuses on developing client relationships to provide tailored financial advice. **

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
  • Executive presence
  • Business acumen

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and 66 licenses
  • SAFE Act background check and registration
  • FINRA licensing aptitude
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter