Financial Solutions Advisor Registration Candidate - Northern San Diego Market

Bank of America

San Marcos, 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 and background check
The role involves obtaining industry licenses such as SIE, Series 7, and Series 66 while learning foundational skills to guide clients through complex financial pictures

Job Summary

  • The role involves obtaining industry licenses such as SIE, Series 7, and Series 66 while learning foundational skills to guide clients through complex financial pictures.
  • Employees will work in a financial center to deliver core banking and investment solutions, leveraging Bank of America's extensive network to grow their business.
  • The position offers world-class training, one-on-one coaching from Academy managers, and a clear career path progressing from Stage I to Stage II Financial Solutions Advisor.

Matching Summary

The role involves obtaining industry licenses such as SIE, Series 7, and Series 66 while learning foundational skills to guide clients through complex financial pictures.

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 license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Client relationship cultivation and needs assessment
  • Consultative approach to financial planning

Nice-to-have

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

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Successful SAFE Act registration required
  • No criminal history prohibited by FDIC/Safe Act/FINRA

Work Rights

Not specified

Tailored Resume

Cover Letter