Financial Solutions Advisor Registration Candidate- San Jose Market

Bank of America Merrill Lynch

San Jose, 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
Safe act registration compliance
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will build and manage client relationships while providing comprehensive financial advice and investment solutions to diverse clients.
  • The position offers a base salary of $28.85 - $33.65 hourly pay with benefits eligibility and opportunities for career advancement.

Matching Summary

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

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); 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
  • Prior financial services industry experience
  • Existing FINRA Securities Industry Essentials certification
  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter