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Financial Solutions Advisor — Licensing Path

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Bank of America
Full Time position
Listed on 2026-09-25
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 40000 - 45000 USD Yearly USD 40000.00 45000.00 YEAR
Job Description & How to Apply Below
Position: Financial Solutions Advisor I — Start Your Licensing Path

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You will study for SIE, Series 7, and Series 66 while developing foundational advisory skills, building client relationships, and learning to guide clients through complex financial decisions.

This in-office role emphasizes collaboration with banking and Merrill partners to deliver comprehensive solutions. Successful progression to Stage II is available as you gain licenses and experience, with structured programs and

The following role is for a Financial Solutions Advisor I — Start Your Licensing Path with Bank of America.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Financial Solutions Advisor I — Start Your Licensing Path role at Bank of America, based in CA, United States.

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