Licensed Financial Solutions Advisor — SIE/Series Path
Job in
San Rafael, Marin County, California, 94911, USA
Listed on 2026-05-31
Listing for:
Bank of America
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Advisor / Consultant, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I based in San Rafael, California. This role involves obtaining essential securities licenses and delivering tailored financial advice to clients while building and maintaining important relationships.
The ideal candidate will exhibit strong communication skills, the ability to manage multiple tasks, and a client-focused approach within a fast-paced environment. The position includes a competitive hourly pay and comprehensive benefits coverage.
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