Financial Solutions Advisor - SIE & Series Licensed Path
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in Placentia, CA seeks a Financial Solutions Advisor Stage I to begin licensing and handling client relationships, building a foundation in advisory skills and financial solutions. You'll progress toward Stage II with ongoing training and mentorship.
You'll be part of a team delivering core banking and investment solutions while growing your client base in a structured, in-office environment. Strong communication and a client-first mindset are essential.
The Financial Solutions Advisor - SIE & Series Licensed Path role at National Black MBA Association is now open for applications in Placentia, CA, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Solutions Advisor - SIE & Series Licensed Path role in the description above.
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