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Financial Solutions Advisor — Licensing & Client Strategy
Job in
Belmont, San Mateo County, California, 94002, USA
Listed on 2026-06-19
Listing for:
Bank of America
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I to lead client interactions and manage relationships. You will help guide customers through various financial solutions while obtaining required licenses like SIE, Series 7, and Series 66.
The ideal candidate demonstrates a consultative approach and a results-driven mindset. Experience in cultivating client relationships is essential, and you will receive world-class training and support from Academy managers.
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