Financial Solutions Advisor Registration Candidate- Silicon Valley Market

Bank of America

Mountain View, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Onsite
Securities industry licenses
Client relationship management
Consultative approach with clients
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams

Job Summary

  • As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Securities Industry licenses
  • Client relationship management
  • Consultative approach with clients
  • Results-driven mindset
  • Executing multiple tasks simultaneously

Nice-to-have

  • Executive presence
  • Strong peer relationships
  • Humanizing financial interactions
  • Client experience branding

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration required
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter