Financial Solutions Advisor Registration Candidate - Serramonte Plaza Financial Center

Bank of America

Daly City, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain securities industry licenses
Cultivating client relationships
Managing client needs and solutions
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 will equip you with everything you need as you move through the stages of development.
  • 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.

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

  • Obtain Securities Industry licenses
  • Cultivating client relationships
  • Managing client needs and solutions
  • Results-driven mindset
  • Executing multiple tasks simultaneously

Nice-to-have

  • Client Experience Branding
  • Executive Presence
  • Risk Management
  • Strong peer relationships

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Must obtain SIE within 30 days
  • Must obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter