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Financial Solutions Advisor : License Path & Client
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of America seeks a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills in a designated financial center.
Upon successful licensing, you progress to Stage II, growing relationships across a client portfolio. You will collaborate with core banking and investment partners to deliver holistic financial solutions and client care.
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