Financial Solutions Advisor Registration Candidate - 150 Broadway

Bank of America

New York, NY, 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
Self-disciplined time management
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will build and manage client relationships to provide comprehensive financial advice and investment solutions at Bank of America financial centers.
  • The position offers a base salary ranging from $28.85 to $33.65 hourly along with industry-leading benefits and paid time off.

Matching Summary

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

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, paid time off, resources and support

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Self-disciplined time management
  • Client relationship cultivation skills
  • Results-driven mindset in fast-paced environment

Nice-to-have

  • Existing FINRA Securities Industry Essentials (SIE) certification
  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Strong peer collaboration abilities
  • Experience with complex financial planning

Key Requirements

  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Subject to SAFE Act registration requirements
  • Aptitude for obtaining required industry licenses
  • Ability to work rotating Saturdays

Work Rights

Not specified

Tailored Resume

Cover Letter