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Financial Solutions Advisor : Licensing Path & Growth

Job in Santa Rosa, Sonoma County, California, 95402, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 40000 - 47000 USD Yearly USD 40000.00 47000.00 YEAR
Job Description & How to Apply Below
Position: Financial Solutions Advisor I: Licensing Path & Growth

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.

We invite applications for the Financial Solutions Advisor I:
Licensing Path & Growth position located in Santa Rosa, CA, United States.

This posting is for the Financial Solutions Advisor I:
Licensing Path & Growth role at Bank of America, based in Santa Rosa, CA, United States.

We are looking to fill the Financial Solutions Advisor I:
Licensing Path & Growth position at Bank of America in Santa Rosa, CA, United States.

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