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Financial Solutions Advisor : Licensing & Client Advisory

Job in Katy, Harris County, Texas, 77494, USA
Listing for: Bank of America
Full Time position Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR

Job Description & How to Apply Below

Position: Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America seeks an entry-level Financial Solutions Advisor Stage I to begin by obtaining essential securities licenses and to develop foundational client-relationship and advisory skills. You will learn to guide clients through financial solutions, building a robust understanding of their needs, with progression toward higher responsibility and more complex client portfolios.

During training, you will engage in structured study for SIE, Series 7 and Series 66, while joining a team that

We invite applications for the Financial Solutions Advisor I:
Licensing & Client Advisory position located in Katy, TX, United States.

Join us at Bank of America as our next Financial Solutions Advisor I:
Licensing & Client Advisory in Katy, TX, United States.

We are currently recruiting a Financial Solutions Advisor I:
Licensing & Client Advisory for our team in Katy, TX, United States.

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