Financial Solutions Advisor Registration Candidate - Diablo Market

Bank of America

San Ramon, CA, 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 time and capacity self-discipline
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 build successful careers by delivering comprehensive financial advice and managing client portfolios at Bank of America financial centers.
  • The position offers industry-leading benefits, paid time off, and access to resources supporting physical, emotional, and financial wellness.

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: Eligible for industry-leading benefits including PTO

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Manage time and capacity self-discipline
  • Cultivate client relationships and needs assessment
  • Collaborate with core banking partners

Nice-to-have

  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment
  • Adaptability to new technology applications
  • Executive presence and oral communication
  • Experience with high net worth clients

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and 66 licenses
  • SAFE Act registration and background check required
  • Aptitude for obtaining industry licenses
  • No specific degree required but preferred

Work Rights

Not specified

Tailored Resume

Cover Letter