Financial Solutions Advisor Registration Candidate- Saratoga-monterey Market

Bank of America Merrill Lynch

Gilroy, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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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 their Gilroy, CA location. The role involves obtaining necessary securities licenses and building client relationships to provide financial advice and solutions, with a strong emphasis on training and development. **

Job Summary

  • This role offers a structured career path starting with obtaining necessary securities licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will work to build and manage client relationships while providing comprehensive financial advice and investment solutions to help clients achieve their life priorities.
  • The position includes competitive hourly pay ranging from $28.85 to $33.65, benefits eligibility, and opportunities for advancement into Financial Solutions Advisor Stage II roles.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Gilroy, CA location. The role involves obtaining necessary securities licenses and building client relationships to provide financial advice and solutions, with a strong emphasis on training and development. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, paid time off, and 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 (SIE) certification
  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environments

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 industry licenses
  • Self-discipline in time and capacity management

Work Rights

Not specified

Tailored Resume

Cover Letter