Financial Solutions Advisor Registration Candidate - Canyon Plaza Financial Center

Bank of America

Sun Valley, 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 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 with comprehensive advice and solutions to help them achieve their financial goals and life priorities.
  • The position offers industry-leading benefits, paid time off, and a commitment to physical, emotional, and financial wellness for teammates.

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 license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Client relationship cultivation
  • Consultative financial advising approach

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment
  • Experience with high net worth clients
  • Adaptability to new technology applications

Key Requirements

  • High School Diploma or GED
  • SIE license obtained within 30 days of hire
  • Series 7 and 66 licenses within 120 days
  • SAFE Act background check and registration
  • No criminal history restrictions per FDIC/Safe Act

Work Rights

Not specified

Tailored Resume

Cover Letter