Licensed Financial Solutions Advisor — Start with SIE/Series
Job in
Mission Viejo, Orange County, California, 92690, 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, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I in Mission Viejo, CA. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships, delivering guidance to help clients meet their financial goals and life priorities, with a focus on humanized financial interactions.
Upon licensing, you will join a financial center to provide core banking and investment solutions, pursuing growth with Merrill and other
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