Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center

Bank of America

Palm Desert, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial needs assessment
Solution recommendation
As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams

Job Summary

  • As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • We will equip you with everything you need as you move through the stages of development, including world-class training and on-boarding programs that set you up for success.
  • This position is subject to SAFE Act registration requirements, and failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Matching Summary

As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial needs assessment
  • Solution recommendation
  • Collaboration and communication
  • Results-driven mindset

Nice-to-have

  • Client experience branding
  • Executive presence
  • Risk management
  • Business acumen

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • Aptitude in obtaining required industry licenses
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter