Licensed Financial Solutions Advisor, Banking & Investments
Job in
Oregon City, Clackamas County, Oregon, 97045, USA
Listed on 2026-07-10
Listing for:
Bank of America
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and develop foundational advising skills for building and managing client relationships. After licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client‑care approach.
This position is aligned with SAFE Act requirements; training, coaching, and a defined consultative approach help identify client needs, deliver end‑to‑end
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