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Financial Solutions Advisor – Licensing & Client
Job in
Fountain Valley, Orange County, California, 92728, USA
Listed on 2026-06-26
Listing for:
Bank of America
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking and investment partners to deliver comprehensive solutions and meet performance metrics related to client acquisition and retention. Successful candidates will have strong communication skills and a results-driven mindset in a fast-paced environment.
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