Financial Solutions Advisor Registration Candidate - Central Oc Market

Bank of America Merrill Lynch

Fountain Valley, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Fountain Valley, CA, aimed at individuals interested in building a career in financial services. This entry-level position includes comprehensive training to obtain necessary industry licenses and develop client relationship skills, with a focus on delivering personalized financial advice. **

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will deliver comprehensive financial advice, manage client relationships, and collaborate with core banking partners to meet client needs.
  • The position offers a base salary ranging from $28.85 to $33.65 hourly along with industry-leading benefits and paid time off.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in Fountain Valley, CA, aimed at individuals interested in building a career in financial services. This entry-level position includes comprehensive training to obtain necessary industry licenses and develop client relationship skills, with a focus on delivering personalized financial advice. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, paid time off, wellness resources

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
  • Consultative sales approach

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Existing FINRA Securities Industry Essentials (SIE) license
  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter