Financial Solutions Advisor Registration Candidate - Victory-fallbrook Financial Center

Bank of America Merrill Lynch

Woodland Hills, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with some flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Woodland Hills, CA location. The role involves obtaining necessary securities licenses and developing client relationships, with a strong emphasis on training and career progression

Job Summary

  • This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
  • Employees will build successful careers by delivering comprehensive financial advice and managing client relationships at Bank of America financial centers.
  • The position includes industry-leading benefits, paid time off, and access to resources supporting employee wellness and sustainable business growth.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Woodland Hills, CA location. The role involves obtaining necessary securities licenses and developing client relationships, with a strong emphasis on training and career progression.

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 and background check
  • In-office attendance required
  • Client relationship cultivation

Nice-to-have

  • Self-disciplined time management
  • Results-driven mindset
  • Strong peer collaboration skills
  • Adaptability to new technology
  • Consultative approach to sales

Key Requirements

  • High School Diploma or GED
  • Aptitude for obtaining FINRA licenses
  • Successful completion of SAFE Act registration
  • Ability to work Monday-Friday with some Saturdays

Work Rights

Not specified

Tailored Resume

Cover Letter