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Financial Solutions Advisor: Licensing Path to Client Advisory

Job in Concord, Contra Costa County, California, 94527, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below

United States Digital Space LLC is hiring a Financial Solutions Advisor Stage I in Pleasant Hill, CA. You will begin with licensing trainings (SIE, Series 7, Series 66) and progress toward providing integrated banking and investment solutions to clients.

You will build relationships, assess client needs, and guide them with advice and solutions to improve their financial lives, while growing your professional network and collaborating with Merrill and the center team.

Join us at Bank of America as our next Financial Solutions Advisor:
Licensing Path to Client Advisory in Concord, CA, United States.

We are looking to fill the Financial Solutions Advisor:
Licensing Path to Client Advisory position at Bank of America in Concord, CA, United States.

The Financial Solutions Advisor:
Licensing Path to Client Advisory role at Bank of America is now open for applications in Concord, CA, United States.

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