Financial Solutions Advisor Registration Candidate - Greater Oakland Area
Bank of America
El Cerrito, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry licenses
Client relationship management
Financial advice and solutions
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations
Job Summary
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Securities Industry licenses
Client relationship management
Financial advice and solutions
Consultative approach with clients
Risk management
Nice-to-have
Bilingual Mandarin skills
Executive presence
Building strong peer relationships
Results-driven mindset
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 Days
High School Diploma / GED / Secondary School or equivalent