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 industry licenses such as SIE, Series 7, and Series 66 while learning foundational skills to guide clients with complex financial solutions
Job Summary
The role involves obtaining industry licenses such as SIE, Series 7, and Series 66 while learning foundational skills to guide clients with complex financial solutions.
Employees will work in a financial center to deliver core banking and investment solutions, leveraging Bank of America's extensive network to grow business relationships.
The position offers world-class training, one-on-one coaching, and a clear career path from Stage I to Stage II Financial Solutions Advisor with opportunities for advancement.
Matching Summary
The role involves obtaining industry licenses such as SIE, Series 7, and Series 66 while learning foundational skills to guide clients with complex financial solutions.
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 license within 30 days
Obtain Series 7 and 66 licenses within 120 days
SAFE Act registration compliance
Client relationship cultivation skills
Consultative approach to financial advice
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services sales experience
Existing FINRA Securities Industry Essentials license