Financial Solutions Advisor Registration Candidate - Central Chicago Market

Bank of America

Chicago, IL, 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 and background check
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will guide clients with comprehensive financial advice and solutions while humanizing financial interactions.
  • The position offers a base salary ranging from $28.85 to $33.65 hourly along with industry-leading benefits and paid time off.

Matching Summary

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

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits, PTO, wellness resources

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Client relationship cultivation skills
  • Consultative approach to financial advice

Nice-to-have

  • Current FINRA Securities Industry Essentials holder
  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and 66 licenses within specified timelines
  • Must pass SAFE Act background check and maintain registration
  • Aptitude for self-discipline and time management
  • Experience in cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter