Financial Solutions Advisor Registration Candidate - Central San Diego Market

Bank of America

San Diego, CA, 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 compliance
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will deliver comprehensive financial advice, manage client portfolios, and collaborate with core banking partners at Bank of America.
  • 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 Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, paid time off, wellness resources

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 advice delivery

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence in client interactions

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and Series 66 licenses
  • SAFE Act background check and registration
  • Aptitude for obtaining industry licenses
  • Experience in financial services or sales preferred

Work Rights

Not specified

Tailored Resume

Cover Letter