Financial Solutions Advisor: Licensing & Growth Path
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-08-01
Listing for:
Bank of America
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensure in SIE, Series 7 and 66, then progress to Stage II as you build a client portfolio. You will learn to deliver banking and investment solutions, manage client relationships, and grow within a structured Academy program.
You’ll work in an in-office environment with phased training, licensing milestones, and ongoing development while serving diverse clients and communities.
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