Financial Solutions Advisor Registration Candidate - Irvine Area

Bank of America

Irvine, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
Bank of America is seeking a Financial Solutions Advisor Registration Candidate in the Irvine area, providing an opportunity for individuals to obtain essential securities licenses while cultivating client relationships in a supportive environment. The role emphasizes professional growth through structured training and career advancement within a collaborative culture

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will work in financial centers delivering core banking, investment solutions, and comprehensive client care strategies.
  • The position offers industry-leading benefits, paid time off, and access to resources supporting employee wellness and sustainable business growth.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate in the Irvine area, providing an opportunity for individuals to obtain essential securities licenses while cultivating client relationships in a supportive environment. The role emphasizes professional growth through structured training and career advancement within a collaborative culture.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits including PTO

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 skills
  • Consultative approach to financial needs

Nice-to-have

  • Bachelor's degree in finance or related field
  • Prior financial services or sales experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environments
  • Adaptability to new technology applications

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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