Financial Solutions Advisor Registration Candidate - Pleasant Hill Financial Center

Bank of America

Pleasant Hill, CA, US
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 compliance
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Pleasant Hill, CA. This entry-level position involves obtaining necessary financial licenses and developing skills to manage client relationships and provide tailored financial advice. **

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 to meet client needs.
  • The position offers a base salary of $28.85 - $33.65 hourly pay along with industry-leading benefits and paid time off.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Pleasant Hill, CA. This entry-level position involves obtaining necessary financial licenses and developing skills to manage client relationships and provide tailored financial advice. **

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 sales approach

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence
  • Business acumen

Key Requirements

  • High School Diploma or GED
  • Must obtain SIE license within 30 days
  • Must obtain Series 7 and 66 licenses within 120 days
  • SAFE Act background check and registration
  • No criminal history restrictions per FDIC/FINRA

Work Rights

Not specified

Tailored Resume

Cover Letter