Financial Solutions Advisor Registration Candidate - North Oc Market
Bank of America
Placentia, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office (with flexibility based on role-specific considerations)
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
The Financial Solutions Advisor Registration Candidate position at Bank of America in Placentia, CA, is designed for individuals looking to start a career in finance by obtaining essential securities licenses while building client relationships. The role emphasizes extensive training and support as candidates progress towards becoming fully licensed advisors
Job Summary
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 while learning foundational advisor skills.
Employees will work in financial centers to deliver core banking, investment solutions, and comprehensive client care strategies.
The position offers world-class training, one-on-one coaching, and a clear career path from Stage I to Stage II Financial Solutions Advisor.
Matching Summary
Match Score: 85
The Financial Solutions Advisor Registration Candidate position at Bank of America in Placentia, CA, is designed for individuals looking to start a career in finance by obtaining essential securities licenses while building client relationships. The role emphasizes extensive training and support as candidates progress towards becoming fully licensed advisors.
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 license within 30 days
Obtain Series 7 and 66 licenses within 120 days
SAFE Act registration and background check
Client relationship cultivation and needs assessment
Consultative approach to financial planning
Nice-to-have
Current FINRA Securities Industry Essentials (SIE) holder
Bachelor's degree in finance or related field
One year of financial services or sales experience
Strong peer collaboration and communication skills
Results-driven mindset in fast-paced environments
Key Requirements
High School Diploma or GED required
Must obtain SIE, Series 7, and Series 66 licenses
Successful SAFE Act registration and background check
Aptitude for managing time and capacity independently