Financial Solutions Advisor Registration Candidate - Oc West Coast Market

Bank of America

Newport Beach, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie, series 7, and series 66 licenses within specified timelines
Demonstrate aptitude for managing time and capacity effectively
Cultivate client relationships and recommend financial solutions
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 to guide clients through complex financial pictures

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 to guide clients through complex financial pictures.
  • Employees will work in a financial center delivering core banking, investment solutions, and comprehensive advice to help clients achieve their financial goals.
  • Bank of America offers world-class training, one-on-one coaching, and opportunities to advance into Financial Solutions Advisor Stage II roles.

Matching Summary

The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 to guide clients through complex financial pictures.

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, Series 7, and Series 66 licenses within specified timelines
  • demonstrate aptitude for managing time and capacity effectively
  • cultivate client relationships and recommend financial solutions

Nice-to-have

  • experience in financial services industry or sales
  • current holder of FINRA Securities Industry Essentials license
  • strong peer collaboration and communication skills

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days of hire
  • Subject to SAFE Act registration and background check
  • No criminal history restrictions per FDIC, Safe Act, Loan Originators, FINRA

Work Rights

Not specified

Tailored Resume

Cover Letter