Financial Solutions Advisor Registration Candidate- East Bay Market

Bank of America Merrill Lynch

San Leandro, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Onsite
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the East Bay Market in San Leandro, CA. This role involves obtaining necessary securities licenses and developing skills to manage client relationships while providing comprehensive financial solutions

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will guide clients with comprehensive advice to help them achieve their financial goals and life priorities.
  • 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: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the East Bay Market in San Leandro, CA. This role involves obtaining necessary securities licenses and developing skills to manage client relationships while providing comprehensive financial solutions.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Self-disciplined time management
  • Client relationship cultivation skills
  • Results-driven mindset in fast-paced environment

Nice-to-have

  • Current FINRA Securities Industry Essentials (SIE) holder
  • Bachelor's degree preferred
  • One year financial services or sales experience
  • Strong peer collaboration abilities
  • Adaptability to new technology

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 & 66 within 120 days
  • SAFE Act registration and background check required
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

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