Financial Solutions Advisor Registration Candidate - Pleasant Hill Financial Center

Bank of America (GHR)

Pleasant Hill, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Obtain securities industry licenses
Acquire, build and manage client relationships
Provide end-to-end comprehensive advice
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Pleasant Hill Financial Center. The role involves obtaining necessary securities licenses, building client relationships, and providing comprehensive financial advice while fostering a collaborative and inclusive work environment

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.
  • Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
  • 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

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Pleasant Hill Financial Center. The role involves obtaining necessary securities licenses, building client relationships, and providing comprehensive financial advice while fostering a collaborative and inclusive work environment.

Salary

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

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Acquire, build and manage client relationships
  • Provide end-to-end comprehensive advice
  • Collaborate with core banking and investment partners

Nice-to-have

  • Humanizing financial interactions
  • Results-driven mindset
  • Strong peer relationships

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology
  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
  • Must obtain SIE within 30 days
  • Must obtain Series 7 & 66 within 120 Days

Work Rights

Not specified

Tailored Resume

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