Financial Solutions Advisor Registration Candidate - Brentwood Financial Center

Bank of America Merrill Lynch

Brentwood, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specified requirements for attendance.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Brentwood Financial Center. The role involves obtaining necessary securities licenses and developing client relationships while delivering comprehensive financial solutions

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • This position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Brentwood Financial Center. The role involves obtaining necessary securities licenses and developing client relationships while delivering comprehensive financial solutions.

Salary

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

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
  • Manage time and capacity effectively

Nice-to-have

  • Current FINRA Securities Industry Essentials (SIE) holder
  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Strong peer collaboration and communication skills
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 & 66 within 120 days
  • SAFE Act registration mandatory
  • No criminal history prohibited by FDIC/Safe Act/FINRA

Work Rights

Not specified

Tailored Resume

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