Financial Solutions Advisor Registration Candidate - Greater Oakland Area

Bank of America

El Cerrito, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie, series 7, and series 66 licenses within specified timeframes
Manage client relationships and financial portfolios
Deliver comprehensive financial advice and solutions
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Greater Oakland Area, focusing on developing financial advisors through structured training and licensing. The role emphasizes building client relationships and providing comprehensive financial advice within a supportive team environment. **

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients through complex financial pictures to help them achieve their life priorities while humanizing financial interactions.
  • Bank of America offers world-class training, one-on-one coaching, and opportunities to advance into Financial Solutions Advisor Stage II roles.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Greater Oakland Area, focusing on developing financial advisors through structured training and licensing. The role emphasizes building client relationships and providing comprehensive financial advice within a supportive team environment. **

Salary

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

Skills & Requirements

Must-have

  • Obtain SIE, Series 7, and Series 66 licenses within specified timeframes
  • Manage client relationships and financial portfolios
  • Deliver comprehensive financial advice and solutions

Nice-to-have

  • Experience in cultivating client relationships
  • Strong peer collaboration and communication skills
  • Results-driven mindset in fast-paced environments

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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