Financial Solutions Advisor - License Path & Client Impact
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin with Securities Industry licensing (SIE, Series 7, Series 66) and learn to build and manage client relationships while advising on core banking and investment solutions.
Training focuses on a structured path to Stage II and opportunities across Bank of America and Merrill. Role requires opening a financial center, progressing through licensing milestones, and delivering human-centered, compliant financial
We are looking to fill the Financial Solutions Advisor - License Path & Client Impact position at Bank of America in Mill Valley, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 60.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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