Financial Solutions Advisor Registration Candidate - Greater Oakland Market

Bank of America

Oakland, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie, series 7, and series 66 licenses within specified timeframes
Manage client relationships and financial portfolios
Deliver comprehensive investment solutions to clients
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will build and manage client relationships while providing advice on complex financial pictures to help clients achieve their goals.
  • Bank of America offers world-class training, one-on-one coaching, and opportunities for career advancement within the Merrill division.

Matching Summary

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

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, Series 7, and Series 66 licenses within specified timeframes
  • Manage client relationships and financial portfolios
  • Deliver comprehensive investment solutions to clients

Nice-to-have

  • Strong peer collaboration and communication skills
  • Results-driven mindset in fast-paced environments
  • Experience with consultative sales approaches

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter