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Licensed Financial Solutions Advisor : SIE​/Series Path

Job in Lynnwood, Snohomish County, Washington, 98037, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Position: Licensed Financial Solutions Advisor I: SIE/Series Path

Bank of America in Washington state is seeking a Financial Solutions Advisor Stage I to start by obtaining required securities licenses (SIE, Series 7, Series 66). You’ll learn to build and manage client relationships, assess a client’s financial picture, and offer guidance to help them achieve financial goals.

As you progress to Stage II, you’ll work in a financial center delivering core banking and investment solutions, while the Academy provides programs, tools, and mentorship.

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