Financial Solutions Advisor Registration Candidate - Victory-fallbrook Financial Center

Bank of America

Woodland Hills, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie, series 7, and series 66 licenses within specified timelines
Manage time and capacity effectively in fast-paced environment
Cultivate client relationships and recommend financial solutions
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 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 licenses including SIE, Series 7, and Series 66 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, Series 7, and Series 66 licenses within specified timelines
  • Manage time and capacity effectively in fast-paced environment
  • Cultivate client relationships and recommend financial solutions

Nice-to-have

  • Strong peer collaboration and communication skills
  • Results-driven mindset prioritizing client interests
  • Adaptability to new technology and applications

Key Requirements

  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and Series 66 licenses within 120 days
  • Subject to SAFE Act registration and background check requirements
  • High School Diploma or GED required
  • Open availability including some Saturdays required

Work Rights

Not specified

Tailored Resume

Cover Letter