Financial Solutions Advisor — Licensing & Client Strategy
Listed on 2026-11-04
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America is seeking a Financial Solutions Advisor Stage I in a multi-location rolling assignment. The role starts with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and progresses to advising clients with comprehensive financial solutions, building relationships and coordinating with banking and investment partners to meet client needs.
The path includes rigorous training, licensing milestones, and opportunities to advance into higher advisor roles within Bank of
We are currently recruiting a Financial Solutions Advisor I — Licensing & Client Strategy for our team in San Jose, CA, United States.
We have an opening for a Financial Solutions Advisor I — Licensing & Client Strategy in San Jose, CA, United States within Finance, Sales.
This role, Financial Solutions Advisor I — Licensing & Client Strategy at Bank of America, could be your next career step.
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