Financial Solutions Advisor Registration Candidate - La Grange, Il

Bank of America

La Grange, IL, 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
Manage client relationships and financial portfolios
The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); 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
  • Manage client relationships and financial portfolios
  • Pass SAFE Act background check and registration

Nice-to-have

  • Experience in cultivating client relationships
  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment
  • Ability to learn new technology applications

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter