Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with some flexibility based on role-specific considerations.
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 Peninsula Market in San Mateo, CA. The role involves obtaining securities licenses and developing client relationships to provide tailored financial solutions while being part of a supportive, growth-oriented company culture
Job Summary
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to provide comprehensive financial advice to clients.
Employees will work in a financial center interacting with banking customers, small business owners, and high net worth clients.
The position offers world-class training, onboarding programs, and dedicated coaching from Academy managers to ensure career success.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Peninsula Market in San Mateo, CA. The role involves obtaining securities licenses and developing client relationships to provide tailored financial solutions while being part of a supportive, growth-oriented company culture.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); 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 skills
Consultative sales approach execution
Nice-to-have
Current FINRA Securities Industry Essentials holder