Financial Solutions Advisor: Licensing Path & Client Impact
Job in
Rancho Cucamonga, San Bernardino County, California, 91739, USA
Listed on 2026-08-21
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-08-21
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 in California. You start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build client relationships, advise on financial solutions, and deliver comprehensive financial guidance.
As you progress to Stage II, you expand client portfolios and develop broader banking and Merrill relationships. The role blends training, in-office collaboration, and gradual, structured career development.
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