Financial Solutions Advisor Registration Candidate - Greater Oakland Area

Bank of America

El Cerrito, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific requirements for attendance, allowing some flexibility based on role-specific considerations.
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 in the Greater Oakland Area to begin a career in financial services. The role involves obtaining necessary securities licenses and developing skills to manage client relationships, providing comprehensive financial advice

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 comprehensive financial advice to help them achieve their life priorities while humanizing financial interactions.
  • The position offers industry-leading benefits, paid time off, and a structured career path from Stage I to Stage II Financial Solutions Advisor.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate in the Greater Oakland Area to begin a career in financial services. The role involves obtaining necessary securities licenses and developing skills to manage client relationships, providing comprehensive financial advice.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits and paid time off

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 financial advising approach

Nice-to-have

  • Bilingual Mandarin skills
  • Bachelor's degree in finance
  • One year sales experience
  • Strong peer collaboration skills
  • Results-driven mindset

Key Requirements

  • High School Diploma or GED
  • Must obtain SIE, Series 7, and 66 licenses
  • SAFE Act background check and registration
  • Aptitude for obtaining industry licenses
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter