Financial Solutions Advisor Registration Candidate- North Bay Market

Bank of America Merrill Lynch

Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with potential flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the North Bay Market. This entry-level position focuses on obtaining essential securities licenses and developing client relationships through comprehensive financial advice and solutions

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to provide comprehensive financial advice to clients.
  • Employees will work in a financial center to deliver core banking and investment solutions while building relationships with diverse client portfolios.
  • The position offers world-class training, one-on-one coaching, and a clear career path from Stage I to Stage II Financial Solutions Advisor.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the North Bay Market. This entry-level position focuses on obtaining essential securities licenses and developing client relationships through comprehensive financial advice and solutions.

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

  • Existing FINRA Securities Industry Essentials certification
  • Bachelor's degree in relevant field
  • Prior financial services or sales 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
  • Aptitude for obtaining required industry licenses
  • Self-disciplined time and capacity management

Work Rights

Not specified

Tailored Resume

Cover Letter