Financial Solutions Advisor Registration Candidate - Brentwood Financial Center

Bank of America

Brentwood, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Brentwood Financial Center, focusing on helping clients manage their financial lives through tailored advice and solutions. The position involves obtaining relevant industry licenses and offers comprehensive training, with opportunities 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 of $28.85 - $33.65 hourly pay 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 its Brentwood Financial Center, focusing on helping clients manage their financial lives through tailored advice and solutions. The position involves obtaining relevant industry licenses and offers comprehensive training, with opportunities for career advancement within the company.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, PTO, wellness resources

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset with client focus
  • Adaptable to new technology applications

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and 66 licenses
  • Must pass SAFE Act background check
  • Aptitude for obtaining industry licenses
  • Experience in financial services or sales preferred

Work Rights

Not specified

Tailored Resume

Cover Letter