Financial Solutions Advisor Registration Candidate - Canyon Plaza Financial Center

Bank of America Merrill Lynch

Sun Valley, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Obtain sie, series 7, and series 66 licenses within specified timeframes
Cultivate client relationships and identify financial needs
Execute multiple tasks in a fast-paced environment
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Canyon Plaza Financial Center in Sun Valley, CA. The role focuses on obtaining securities licenses and providing comprehensive financial advice to clients, emphasizing personal growth and professional development within the company

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 while learning foundational skills for advising clients.
  • Employees will work in a financial center to deliver core banking, investment solutions, and comprehensive advice to help clients achieve their financial goals.
  • The position offers world-class training, one-on-one coaching, and opportunities to advance into Financial Solutions Advisor Stage II and other roles within Bank of America.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Canyon Plaza Financial Center in Sun Valley, CA. The role focuses on obtaining securities licenses and providing comprehensive financial advice to clients, emphasizing personal growth and professional development within the company.

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, Series 7, and Series 66 licenses within specified timeframes
  • Cultivate client relationships and identify financial needs
  • Execute multiple tasks in a fast-paced environment
  • Collaborate with core banking and investment partners

Nice-to-have

  • Strong peer relationships through effective communication
  • Results-driven mindset prioritizing client interests
  • Experience accessing needs and recommending solutions
  • Adaptability to new technology or applications

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and Series 66 licenses within 120 days
  • Subject to SAFE Act registration and background check
  • Aptitude in obtaining required industry licenses

Work Rights

Not specified

Tailored Resume

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