Financial Solutions Advisor Registration Candidate- Saratoga-monterey Market

Bank of America

Gilroy, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
This role provides dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses

Job Summary

  • This role provides dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.
  • Employees will guide clients through complex financial pictures to help them achieve their life priorities.
  • The position offers a base salary of $28.85 - $33.65 hourly with industry-leading benefits and paid time off.

Matching Summary

This role provides dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; 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 compliance
  • Client relationship cultivation
  • Consultative sales approach

Nice-to-have

  • Bachelor's degree in finance
  • One year financial services experience
  • Existing FINRA SIE certification
  • Strong peer collaboration skills
  • Results-driven mindset

Key Requirements

  • High School Diploma or GED
  • Must pass SAFE Act background check
  • Aptitude for obtaining industry licenses
  • Self-disciplined time management
  • Ability to work rotating Saturdays

Work Rights

Not specified

Tailored Resume

Cover Letter