Financial Solutions Advisor Registration Candidate- Cupertino Financial Center

Bank of America

Cupertino, California, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Needs assessment and solution recommendation
Effective communication and collaboration
As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated classes and study time

Job Summary

  • As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated classes and study time.
  • You will be taught foundational skills to acquire, build, and manage client relationships, guiding them with advice and solutions to help them achieve their financial goals.
  • This role offers world-class training, one-on-one coaching, and opportunities to build your network within a financial center, collaborating with core banking and investment partners.

Matching Summary

As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated classes and study time.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits

Skills & Requirements

Must-have

  • Client relationship management
  • Needs assessment and solution recommendation
  • Effective communication and collaboration
  • Results-driven mindset
  • Executing multiple tasks simultaneously

Nice-to-have

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

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) license
  • Minimum of one year financial services or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter