Financial Solutions Advisor Registration Candidate- Silicon Valley Market
Bank of America
Mountain View, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Onsite
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
This role offers a structured journey to become a licensed Financial Solutions Advisor with dedicated training for SIE, Series 7, and Series 66 exams
Job Summary
This role offers a structured journey to become a licensed Financial Solutions Advisor with dedicated training for SIE, Series 7, and Series 66 exams.
The position involves building and managing client relationships while providing comprehensive financial advice and investment solutions to help clients achieve their goals.
Employees receive industry-leading benefits, paid time off, and access to resources designed to support physical, emotional, and financial wellness.
Matching Summary
This role offers a structured journey to become a licensed Financial Solutions Advisor with dedicated training for SIE, Series 7, and Series 66 exams.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off 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 skills
Consultative sales approach execution
Nice-to-have
Current FINRA Securities Industry Essentials holder
Bachelor's degree in relevant field
One year 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 within specified timelines
Must pass SAFE Act background check and maintain registration