Financial Solutions Advisor Registration Candidate- East Bay Market

Bank of America

Fremont, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations.
Obtain sie, series 7, and series 66 licenses within specified timelines
Cultivate client relationships and identify financial needs
Execute multiple tasks in a fast-paced environment
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their East Bay Market, located in Fremont, CA. The role focuses on obtaining necessary securities licenses and developing client relationships while providing financial advice and solutions

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 advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • The position offers industry-leading benefits, paid time off, and access to resources for sustainable business growth.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their East Bay Market, located in Fremont, CA. The role focuses on obtaining necessary securities licenses and developing client relationships while providing financial advice and solutions.

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, Series 7, and Series 66 licenses within specified timelines
  • Cultivate client relationships and identify financial needs
  • Execute multiple tasks in a fast-paced environment
  • Collaborate with core banking and investment partners

Nice-to-have

  • Strong peer relationship building skills
  • Results-driven mindset prioritizing client interests
  • Experience adapting to new technology applications
  • Effective oral communication abilities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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