Financial Solutions Advisor Registration Candidate- San Jose Market

Bank of America

San Jose, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie series 7 series 66 licenses
Cultivate client relationships
Consultative approach to financial advice
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 guide clients through complex financial pictures to help them achieve their life priorities while humanizing financial interactions.
  • The position offers industry-leading benefits, paid time off, and access to resources for 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 Series 7 Series 66 licenses
  • Cultivate client relationships
  • Consultative approach to financial advice
  • Manage complex financial portfolios
  • Collaborate with banking partners

Nice-to-have

  • Strong peer communication skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence in client meetings
  • Experience in financial services sales

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • SAFE Act registration and background check required
  • FINRA licensing aptitude required

Work Rights

Not specified

Tailored Resume

Cover Letter