Financial Solutions Advisor — Build Relationships & Invest Solutions
Job in
Pleasant Hill, Contra Costa County, California, 94523, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in Pleasant Hill, CA seeks a Financial Solutions Advisor Stage II to obtain securities licenses (SIE, Series 7, Series 66) and to build and manage client relationships while delivering tailored financial solutions in a fast-paced financial center.
The role emphasizes collaboration, adaptability, and progressing from Stage I to Stage II after demonstrated client focus and results.
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