Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Greater Oakland Market, with a preference for bilingual Mandarin speakers. The role involves obtaining necessary securities licenses and developing client relationships while providing financial solutions.
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Job Summary
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 while learning foundational advisor skills.
Employees will work in a financial center delivering core banking and investment solutions to diverse clients ranging from small business owners to high net worth individuals.
The position offers structured training, one-on-one coaching, and a clear career path progressing from Stage I to Stage II Financial Solutions Advisor.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Greater Oakland Market, with a preference for bilingual Mandarin speakers. The role involves obtaining necessary securities licenses and developing client relationships while providing financial solutions.
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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 and background check
Client relationship cultivation and needs assessment
Consultative approach to financial solutions
Nice-to-have
Bilingual Mandarin language skills
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 and communication skills
Key Requirements
High School Diploma or GED required
Must obtain SIE within 30 days of hire
Must obtain Series 7 and 66 within 120 days
Must pass SAFE Act background check and maintain registration