Financial Solutions Advisor Registration Candidate- Ca Coastal Market
Bank of America (GHR)
Oxnard, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific requirements for office-based attendance.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Oxnard, CA location. This entry-level role focuses on obtaining necessary securities licenses and developing foundational financial advisory skills while promoting an inclusive workplace culture
Job Summary
The role involves obtaining industry-specific securities licenses including SIE, Series 7, and Series 66 through dedicated training programs.
Employees will guide clients with comprehensive financial advice to help them achieve their life priorities while humanizing financial interactions.
The position offers a structured career path from Stage I to Stage II Financial Solutions Advisor with opportunities to advance within Bank of America and Merrill.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Oxnard, CA location. This entry-level role focuses on obtaining necessary securities licenses and developing foundational financial advisory skills while promoting an inclusive workplace culture.
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 approach
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services sales experience
Existing FINRA Securities Industry Essentials (SIE) certification
Strong peer collaboration skills
Results-driven mindset in fast-paced environments
Key Requirements
High School Diploma or GED required
Must obtain SIE, Series 7, and 66 licenses within specified timelines
Successful SAFE Act background check and registration