Financial Solutions Advisor — Licensing & Client Guidance
Job in
Schertz, Guadalupe County, Texas, 78154, USA
Listed on 2026-07-28
Listing for:
Bank of America
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing with SIE and advance toward Series 7 and 66 exams, building a client advisory practice in a Bank of America financial center. The role focuses on delivering core banking and investment solutions while developing foundational client relationships.
As you progress through the Academy, you’ll work with banking and Merrill teams to provide comprehensive financial guidance, with an emphasis on regulatory compliance
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