Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie, series 7, and series 66 licenses
Manage client relationships and financial portfolios
Deliver comprehensive investment solutions to clients
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its San Mateo, CA location. This entry-level role provides the opportunity to obtain necessary securities licenses while receiving training to develop client relationship skills and offer financial solutions.
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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 advice and solutions to help them live their best financial lives while humanizing financial interactions.
The position offers industry-leading benefits, access to paid time off, and resources to support sustainable business growth.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its San Mateo, CA location. This entry-level role provides the opportunity to obtain necessary securities licenses while receiving training to develop client relationship skills and offer financial solutions.
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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, Series 7, and Series 66 licenses
Manage client relationships and financial portfolios
Deliver comprehensive investment solutions to clients
Nice-to-have
Strong peer collaboration and communication skills
Results-driven mindset in fast-paced environments
Experience with consultative sales approaches
Key Requirements
High School Diploma or GED required
Must obtain SIE within 30 days of hire
Must obtain Series 7 and 66 within 120 days
SAFE Act registration and background check required