Financial Solutions Advisor Registration Candidate- East Blithedale Financial Center
Bank of America
Mill Valley, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific requirements for office attendance.
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 East Blithedale Financial Center in Mill Valley, CA. The role emphasizes obtaining key industry licenses and developing skills to manage client relationships and provide comprehensive financial advice
Job Summary
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
Employees will guide clients with comprehensive financial advice to help them achieve their life priorities while humanizing financial interactions.
The position offers a base salary ranging from $28.85 to $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 for its East Blithedale Financial Center in Mill Valley, CA. The role emphasizes obtaining key industry licenses and developing skills to manage client relationships and provide comprehensive 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 skills
consultative financial advice delivery
Nice-to-have
current FINRA Securities Industry Essentials holder
Bachelor's degree in finance or related field
one year of financial services sales experience
strong peer collaboration abilities
results-driven mindset in fast-paced environment
Key Requirements
Must obtain SIE within 30 days of hire
Must obtain Series 7 and 66 within 120 days
Must pass SAFE Act background check and registration