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Financial Solutions Advisor — Licensing & Client

Job in Sebastopol, Sonoma County, California, 95472, 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: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Financial Solutions Advisor I — Licensing & Client Growth

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing and to learn foundational advisory skills. You will help clients with core banking and investment solutions while progressing through staged roles within the Bank of America and Merrill teams.

Initially you will train on SIE, Series 7 and Series 66 exams and move toward building client relationships, delivering personalized solutions and growing a client base within a financial center network.

The Financial Solutions Advisor I — Licensing & Client Growth role at Bank of America is now open for applications in Sebastopol, CA, United States.

We are seeking a motivated Financial Solutions Advisor I — Licensing & Client Growth to join Bank of America in Sebastopol, CA, United States.

Consider building your career as a Financial Solutions Advisor I — Licensing & Client Growth at Bank of America.

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