Financial Solutions Advisor Registration Candidate - Victory-fallbrook Financial Center

Bank of America

Woodland Hills, 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.
  • This position offers industry-leading benefits, paid time off, and a clear career path from Stage I to Stage II Financial Solutions Advisor.

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; 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 and needs assessment
  • Self-disciplined time and capacity management

Nice-to-have

  • Current FINRA Securities Industry Essentials (SIE) holder
  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Strong peer collaboration and communication 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 and 66 within 120 days
  • Must pass SAFE Act background check and register
  • Aptitude for obtaining industry licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter