Financial Solutions Advisor Registration Candidate - Hollister Financial Center

Bank of America

Hollister, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Hollister Financial Center. This position involves obtaining necessary securities licenses while developing client relationships and delivering financial solutions, supported by extensive training and career growth opportunities

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will deliver comprehensive financial advice and investment solutions to a diverse portfolio of clients including small business owners and high net worth individuals.
  • Bank of America offers world-class training, one-on-one coaching, and industry-leading benefits to support career growth and employee wellness.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Hollister Financial Center. This position involves obtaining necessary securities licenses while developing client relationships and delivering financial solutions, supported by extensive training and career growth opportunities.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Paid time off and industry-leading benefits included

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
  • Consultative financial advising

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence
  • Business acumen

Key Requirements

  • High School Diploma or GED
  • SIE license obtained within 30 days
  • Series 7 and 66 licenses within 120 days
  • SAFE Act background check and registration
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter