Financial Solutions Advisor Registration Candidate- Tri Valley Market
Bank of America
Lancaster, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Tri Valley Market in Lancaster, CA. The role involves obtaining necessary securities licenses and developing client relationships while providing comprehensive financial advice
Job Summary
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to become a licensed Financial Solutions Advisor.
Employees will deliver comprehensive financial advice, manage client portfolios, and collaborate with banking and investment partners at Bank of America.
The position offers structured training, one-on-one coaching, and a clear career progression path from Stage I to Stage II advisor roles.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Tri Valley Market in Lancaster, CA. The role involves obtaining necessary securities licenses and developing client relationships while providing comprehensive financial advice.
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 compliance
Client relationship cultivation
Consultative financial advising
Nice-to-have
Bachelor's degree in finance or related field
Prior financial services sales experience
Existing FINRA Securities Industry Essentials license
Strong peer collaboration skills
Results-driven mindset in fast-paced environment
Key Requirements
High School Diploma or GED required
Must obtain SIE within 30 days of hire
Must obtain Series 7 & 66 within 120 days
Successful SAFE Act background check and registration