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Financial Solutions Advisor I-Start Your Licensing Journey
Job in
San Jose, Santa Clara County, California, 95199, 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, Wealth Management
Job Description & How to Apply Below
Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships, and you will work in a center setting with a path to advancement within Merrill and Bank of America.
Upon licensing, you advance to helping clients with core banking and investment solutions, while receiving structured
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