Financial Solutions Advisor — Licensing & Client Advisory
Job in
Salem, Marion County, Oregon, 97308, 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, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I in Oregon to obtain SIE, Series 7 and Series 66 licenses and begin building client relationships at a Bank of America/Merrill financial center.
The role offers comprehensive training, one‑on‑one coaching, and a consultative sales approach to identify client needs and deliver suitable investment solutions, with progression opportunities into Stage II and beyond.
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