Financial Solutions Advisor Registration Candidate- North Bay Market

Bank of America

North Bay, 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
Manage client relationships and financial portfolios
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will work in a financial center to deliver core banking, investment solutions, and approach to client care while humanizing financial interactions.
  • The position offers industry-leading benefits, paid time off, and access to resources to support employee wellness and sustainable business growth.

Matching Summary

The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

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
  • Manage client relationships and financial portfolios
  • Deliver comprehensive financial advice to clients
  • Collaborate with core banking and investment partners

Nice-to-have

  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment
  • Experience cultivating client needs and solutions
  • Ability to adapt to new technology applications
  • Executive presence and oral communication skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter