Financial Solutions Advisor - SIE & Series Licensed Path
Listed on 2026-10-11
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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 NBMBAA is now open for applications in Placentia, CA, United States.
Join NBMBAA and contribute to our ongoing work.
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This posting is for the Financial Solutions Advisor - SIE & Series Licensed Path role at NBMBAA, based in Placentia, CA, United States.
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