Financial Solutions Advisor Registration Candidate- Ca Coastal Market

Bank of America

Oxnard, 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 industry licenses like SIE, Series 7, and Series 66 before delivering comprehensive banking and investment solutions

Job Summary

  • The role involves obtaining industry licenses like SIE, Series 7, and Series 66 before delivering comprehensive banking and investment solutions.
  • Employees will build relationships with diverse clients including small business owners and higher net worth individuals while adhering to a consultative approach.
  • Bank of America 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 like SIE, Series 7, and Series 66 before delivering comprehensive banking and investment solutions.

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 approach to financial needs

Nice-to-have

  • Existing FINRA Securities Industry Essentials license
  • Bachelor's degree in relevant 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, 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

Cover Letter