Financial Solutions Advisor Registration Candidate- Beverly West Market
Bank of America Merrill Lynch
Los Angeles, 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 industry licenses such as SIE, Series 7, and Series 66 while learning foundational advisory skills
Job Summary
The role involves obtaining industry licenses such as SIE, Series 7, and Series 66 while learning foundational advisory skills.
Employees will work in a financial center delivering core banking and investment solutions to clients ranging from small business owners to high net worth individuals.
The position offers world-class training, one-on-one coaching, and a clear career path from Stage I to Stage II Financial Solutions Advisor.
Matching Summary
The role involves obtaining industry licenses such as SIE, Series 7, and Series 66 while learning foundational advisory skills.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits including paid time off
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
Consultative approach to financial solutions
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services or sales experience
Existing FINRA Securities Industry Essentials (SIE) certification
Strong peer collaboration and communication skills