Financial Solutions Advisor Registration Candidate - Diablo Market

Bank of America Merrill Lynch

San Ramon, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Onsite
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its San Ramon, CA location. The role involves obtaining necessary financial licenses, learning to manage client relationships, and providing comprehensive financial advice, while being part of a supportive and growth-oriented workplace

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to deliver comprehensive financial advice to clients.
  • Employees will work in a financial center to help deliver core banking and investment solutions while building relationships with diverse client portfolios.
  • The position offers world-class training, one-on-one coaching, and a clear career progression path from Stage I to Stage II Financial Solutions Advisor.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its San Ramon, CA location. The role involves obtaining necessary financial licenses, learning to manage client relationships, and providing comprehensive financial advice, while being part of a supportive and growth-oriented workplace.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; 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
  • SAFE Act registration compliance
  • Client relationship cultivation skills
  • Consultative sales approach execution

Nice-to-have

  • Existing FINRA Securities Industry Essentials (SIE) certification
  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Successful SAFE Act background check and registration
  • Aptitude for obtaining required industry licenses

Work Rights

Not specified

Tailored Resume

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