Financial Solutions Advisor Registration Candidate - Brentwood Financial Center

Bank of America (GHR)

Brentwood, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client solutions advisory
Pipeline management
Client management
The role begins with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66 exams, with dedicated training and study time provided

Job Summary

  • The role begins with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66 exams, with dedicated training and study time provided.
  • Upon licensing, you will learn foundational skills for client relationship management, including acquiring, building, and managing client portfolios, and providing financial advice.
  • Bank of America offers industry-leading benefits, paid time off, and resources to support employee wellness and professional growth within an in-office culture.

Matching Summary

The role begins with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66 exams, with dedicated training and study time provided.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client Solutions Advisory
  • Pipeline Management
  • Client Management
  • Referral Management
  • Customer and Client Focus

Nice-to-have

  • Executive Presence
  • Business Acumen
  • Risk Management
  • Oral Communications
  • Client Experience Branding

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration required
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter