Financial Solutions Advisor Registration Candidate - North Oc Market

Bank of America

Placentia, 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
Safe act registration and background check
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs

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.
  • The position offers industry-leading benefits, paid time off, and access to resources to support employee wellness and sustainable business growth.

Matching Summary

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

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

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
  • Client relationship cultivation skills
  • Consultative approach to financial needs

Nice-to-have

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

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
  • Must pass SAFE Act background check and maintain registration
  • No criminal history prohibited by FDIC, Safe Act, or FINRA

Work Rights

Not specified

Tailored Resume

Cover Letter