Financial Solutions Advisor Registration Candidate - Northern San Diego Market

Bank of America Merrill Lynch

San Marcos, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Northern San Diego Market, specifically in San Marcos, CA. The role involves obtaining necessary securities licenses and developing client relationships, with a focus on providing comprehensive financial advice. **

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to provide comprehensive financial advice to clients.
  • Employees will work in a financial center to deliver core banking and investment solutions while building relationships with diverse client portfolios.
  • The position offers world-class training, one-on-one coaching, and a structured career path from Stage I to Stage II Financial Solutions Advisor.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Northern San Diego Market, specifically in San Marcos, CA. The role involves obtaining necessary securities licenses and developing client relationships, with a focus on providing comprehensive financial advice. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits and 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 compliance
  • Client relationship cultivation
  • Consultative financial advising approach

Nice-to-have

  • Existing FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree in relevant field
  • One year of financial services experience
  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma or GED
  • Must obtain SIE, Series 7, and 66 licenses
  • SAFE Act background check and registration
  • Aptitude for obtaining industry licenses
  • Self-discipline in time management

Work Rights

Not specified

Tailored Resume

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