Financial Solutions Advisor Registration Candidate - Irvine Area

Bank of America Merrill Lynch

Irvine, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with 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 and background check
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Irvine location. The role involves obtaining necessary financial licenses and developing client relationships while providing comprehensive financial advice

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to provide comprehensive financial advice to clients.
  • Employees will work in a financial center delivering 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 their Irvine location. The role involves obtaining necessary financial licenses and developing client relationships while providing comprehensive financial advice.

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 and background check
  • Client relationship cultivation skills
  • Self-disciplined time management

Nice-to-have

  • Existing FINRA Securities Industry Essentials license
  • 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 or GED required
  • Must obtain SIE, Series 7, and Series 66 licenses
  • Must pass SAFE Act background check
  • Aptitude for obtaining industry licenses
  • Ability to execute multiple tasks simultaneously

Work Rights

Not specified

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