Financial Solutions Advisor Registration Candidate - Greater Sacramento Market

Bank of America

Sacramento, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtaining industry licenses
Managing client relationships
Consultative client approach
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • As a Financial Solutions Advisor Stage I, you will receive dedicated training to obtain your Securities Industry licenses and develop foundational advisory skills.
  • This role offers world-class training, one-on-one coaching, and opportunities for career growth within Bank of America and Merrill.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Salary

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

Skills & Requirements

Must-have

  • Obtaining industry licenses
  • Managing client relationships
  • Consultative client approach
  • Collaboration with banking partners
  • Time and capacity management
  • Multi-tasking in fast-paced environment

Nice-to-have

  • Results-driven mindset
  • Effective communication skills
  • Adaptability to new technology
  • One-on-one coaching
  • Inclusive workplace culture

Key Requirements

  • Securities Industry Essentials (SIE) license within 30 days
  • Series 7 and Series 66 licenses within 120 days
  • SAFE Act registration and background check
  • High School Diploma or equivalent
  • Minimum one year financial services or sales experience
  • Bachelor’s degree preferred

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter