Financial Solutions Advisor Registration Candidate- Cupertino Financial Center

Bank of America

Cupertino, California, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial needs assessment
Solution recommendation
The role begins with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66, with dedicated training and study time provided

Job Summary

  • The role begins with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66, with dedicated training and study time provided.
  • Upon licensing, you will learn foundational advisor skills, including acquiring, building, and managing client relationships, and providing advice to help clients achieve their financial goals.
  • This position is subject to SAFE Act registration requirements, including background checks and registration with the federal registry system.

Matching Summary

The role begins with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66, with dedicated training and study time provided.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial needs assessment
  • Solution recommendation
  • Collaboration and communication
  • Results-driven mindset
  • Task execution and adaptation

Nice-to-have

  • Client experience branding
  • Executive presence
  • Business acumen
  • Risk management

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration required
  • Aptitude in obtaining required industry licenses
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter