Financial Solutions Advisor Registration Candidate - Northwest Snohomish, Wa Market

Bank of America

Marysville, WA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Manage client relationships and financial portfolios
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients through complex financial pictures to help them achieve their life priorities while humanizing financial interactions.
  • The position offers a base salary of $28.85 - $33.65 hourly pay along with industry-leading benefits and paid time off.

Matching Summary

The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, paid time off, resources provided

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Manage client relationships and financial portfolios
  • Work rotating Saturdays alongside weekdays
  • Execute multiple tasks in fast-paced environment

Nice-to-have

  • Experience cultivating client relationships
  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Strong peer collaboration skills
  • Results-driven mindset with client focus

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Subject to SAFE Act registration requirements
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter