Financial Solutions Advisor Registration Candidate - Southern San Diego Market

Bank of America Merrill Lynch

Lemon Grove, CA, US
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 compliance
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Southern San Diego Market, focusing on developing client relationships and obtaining necessary financial licenses. The role involves comprehensive training, client engagement, and career advancement opportunities within the company. **

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will deliver comprehensive financial advice, manage client portfolios, and collaborate with core banking and investment partners to meet client needs.
  • The position offers a base salary of $28.85 - $33.65 hourly pay along with industry-leading benefits and paid time off.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Southern San Diego Market, focusing on developing client relationships and obtaining necessary financial licenses. The role involves comprehensive training, client engagement, and career advancement opportunities within the company. **

Salary

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

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Client relationship cultivation skills
  • Consultative sales approach execution

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
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Must pass SAFE Act background check and maintain registration
  • Aptitude for obtaining required industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter