Financial Solutions Advisor I — Licensing & Client Impact
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in Irvine, CA is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, 66) and to develop foundational skills in acquiring, building and managing client relationships, guiding clients with financial solutions.
As you progress to Stage II, you will advance within Bank of America and Merrill, supported by academy training, coaching, and licensing milestones, while serving a diverse client base with a consultative approach.
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