Financial Solutions Advisor : License Path & Client Impact
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America seeks an uptempo Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and 66 exams. You will advance client relationships, deliver comprehensive financial advice, and coordinate with banking and Merrill partners in an in-office setting across multiple Californa locations.
Onboard with structured programs, build a client portfolio, and progress through stages as you gain licenses and experience in a service-driven environment.
This is a great opportunity to take on the Financial Solutions Advisor I:
License Path & Client Impact role at Bank of America.
Learn more about the Financial Solutions Advisor I:
License Path & Client Impact role in the description above.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
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