Financial Solutions Advisor : Licensing & Client Advisory
Job in
Oregon, Dane County, Wisconsin, 53575, 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, Wealth Management, Financial Sales
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 while building client relationships in a financial center.
You will deliver Bank of America’s core banking, investment solutions, and client‑care approach, with progression to Stage II and beyond through training, coaching, and hands‑on client reviews.
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