Financial Solutions Advisor Registration Candidate- San Jose Market

Bank of America

San Jose, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 to provide comprehensive financial advice

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 to provide comprehensive financial advice.
  • Employees will work in a financial center delivering core banking and investment solutions while building relationships with diverse clients.
  • Bank of America offers world-class training, one-on-one coaching, and industry-leading benefits to support career growth.

Matching Summary

The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 to provide comprehensive financial advice.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; 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
  • Consultative financial advising

Nice-to-have

  • FINRA Securities Industry Essentials (SIE) holder
  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and Series 66 licenses
  • Must pass SAFE Act background check and registration
  • Aptitude for obtaining industry licenses
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter