Financial Solutions Advisor Registration Candidate- West Hills Market

Bank of America Merrill Lynch

Encino, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with potential flexibility based on role-specific needs.
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 candidates for the Financial Solutions Advisor registration program in Encino, CA. The role focuses on obtaining necessary securities licenses, developing client relationships, and providing comprehensive financial advice while working in a supportive, growth-oriented environment

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to provide comprehensive financial advice and solutions to clients.
  • Employees will work in a financial center to 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 candidates for the Financial Solutions Advisor registration program in Encino, CA. The role focuses on obtaining necessary securities licenses, developing client relationships, and providing comprehensive financial advice while working in a supportive, growth-oriented environment.

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
  • Consultative financial advising

Nice-to-have

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

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
  • Must pass SAFE Act background check and maintain registration
  • Aptitude for obtaining required industry licenses

Work Rights

Not specified

Tailored Resume

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