Financial Solutions Advisor Registration Candidate- Peninsula Market

Bank of America

San Mateo, 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 compliance
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 build and manage client relationships while providing comprehensive financial advice and investment solutions to help clients achieve their goals.
  • The position offers a base salary ranging from $28.85 to $33.65 hourly with industry-leading benefits and paid time off.

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 compliance
  • Client relationship cultivation skills
  • Consultative sales approach execution

Nice-to-have

  • Existing FINRA Securities Industry Essentials license
  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Strong peer collaboration abilities
  • 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
  • Successful SAFE Act background check and registration
  • No criminal history prohibited by FDIC, Safe Act, or FINRA

Work Rights

Not specified

Tailored Resume

Cover Letter