Financial Solutions Advisor : Licensing Path & Growth
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-09-07
Listing for:
Bank of America
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in multiple California locations seeks a Financial Solutions Advisor Stage I. You will begin with obtaining required licenses (SIE, Series 7, 66) and progress by building relationships and delivering financial advice.
You will start in a financial center, interacting with banking customers and higher net worth clients, while collaborating with banking and investment teams to provide holistic solutions.
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