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Financial Solutions Advisor: License Path & Client

Job in Novato, Marin County, California, 94949, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Position: Financial Solutions Advisor: License Path & Client Growth

Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with Securities Industry Licensing (SIE, Series 7, Series 66) and build client advisory skills. The role progresses toward Financial Solutions Advisor Stage II, with opportunities across Bank of America and Merrill.

Training through the Academy supports licensing and career growth. Position involves in-office collaboration, path to financial center assignments, and development within a structured licensing program

We would love to welcome a new Financial Solutions Advisor:
License Path & Client Growth to our group in Novato, CA, United States.

The Financial Solutions Advisor:
License Path & Client Growth role at Bank of America is now open for applications in Novato, CA, United States.

Join us at Bank of America as our next Financial Solutions Advisor:
License Path & Client Growth in Novato, CA, United States.

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