Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-person
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Saratoga-Monterey market, focused on providing comprehensive financial advice and solutions to clients. The candidate will receive training to obtain necessary industry licenses and develop client relationship skills, with a clear path for career advancement within the company
Job Summary
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
Employees will deliver comprehensive financial advice, manage client portfolios, and collaborate with core banking partners to meet client needs.
The position offers a base salary ranging from $28.85 to $33.65 hourly along with industry-leading benefits and paid time off.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Saratoga-Monterey market, focused on providing comprehensive financial advice and solutions to clients. The candidate will receive training to obtain necessary industry licenses and develop client relationship skills, with a clear path for career advancement within the company.
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 financial advice delivery
Nice-to-have
existing FINRA Securities Industry Essentials license
bachelor's degree in finance or related field
one year of financial services sales experience
strong peer collaboration skills
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