Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Greater Oakland Market, with a preference for candidates who are bilingual in Mandarin. The position involves obtaining securities licenses, building client relationships, and delivering financial advice, while emphasizing a culture of inclusive growth and development.
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Job Summary
This role offers a structured career path starting with obtaining industry licenses like SIE, Series 7, and Series 66 through dedicated training.
Employees will work in financial centers to deliver core banking and investment solutions while building relationships with diverse clients including small business owners.
The position includes comprehensive benefits, paid time off, and access to world-class training programs designed to support professional growth and wellness.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Greater Oakland Market, with a preference for candidates who are bilingual in Mandarin. The position involves obtaining securities licenses, building client relationships, and delivering financial advice, while emphasizing a culture of inclusive growth and development.
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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 and background check
Client relationship cultivation and needs assessment
Consultative approach to financial solutions
Nice-to-have
Bilingual Mandarin language skills
Bachelor's degree in finance or related field
One year of financial services sales experience
Existing FINRA Securities Industry Essentials (SIE) certification
Strong peer collaboration and communication skills
Key Requirements
High School Diploma or GED required
Mandatory SAFE Act registration compliance
Must pass FDIC, Safe Act, Loan Originators, and FINRA background checks
Self-disciplined time management capabilities
Ability to obtain specific securities licenses within strict deadlines