Financial Solutions Advisor Registration Candidate - Manteca Financial Center

Bank of America Merrill Lynch

Manteca, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific attendance requirements, allowing for some flexibility.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Manteca Financial Center. This entry-level role focuses on obtaining industry licenses and developing client relationships to provide comprehensive financial advice and solutions

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with comprehensive advice to help them achieve their financial goals while humanizing financial interactions.
  • The position offers industry-leading benefits, paid time off, and access to resources for sustainable business growth.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Manteca Financial Center. This entry-level role focuses on obtaining industry licenses and developing client relationships to provide comprehensive financial advice and solutions.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits and PTO

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
  • Cultivate client relationships and recommend solutions
  • Collaborate with banking and investment partners

Nice-to-have

  • Self-disciplined time management skills
  • Results-driven mindset in fast-paced environment
  • Experience in financial services or sales
  • Bachelor's degree preferred
  • Strong peer communication and collaboration

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and 66 licenses
  • Must pass SAFE Act background check
  • Aptitude for obtaining industry licenses
  • Ability to work rotating Saturdays

Work Rights

Not specified

Tailored Resume

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