Financial Solutions Advisor Registration Candidate - Northern California Market

Bank of America Merrill Lynch

North Highlands, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexible attendance 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 Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Northern California market, aimed at individuals who will obtain necessary securities licenses and develop skills in client relationship management. The role emphasizes a commitment to professional growth and community impact while fostering an inclusive workplace

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will guide clients with comprehensive advice to help them achieve their financial goals and life priorities.
  • The position offers a base salary ranging from $28.85 to $33.65 hourly along with industry-leading benefits and paid time off.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Northern California market, aimed at individuals who will obtain necessary securities licenses and develop skills in client relationship management. The role emphasizes a commitment to professional growth and community impact while fostering an inclusive workplace.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); 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 and background check
  • Client relationship cultivation skills
  • Consultative approach to financial needs

Nice-to-have

  • Current FINRA Securities Industry Essentials holder
  • Bachelor's degree in relevant field
  • One year of financial services experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environment

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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