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Financial Solutions Advisor : Licensing & Client

Job in Wake Forest, Wake County, North Carolina, 27588, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Financial Solutions Advisor I: Licensing & Client Growth

Bank of America seeks an entry-level Financial Solutions Advisor Stage I to begin your career by earning securities licenses (SIE, Series 7, Series 66) and delivering client‑centered financial guidance. You will start in a financial center, building relationships while learning core banking and investment solutions.

Upon licensure, you’ll progress toward Stage II, expanding advisory skills and client portfolios with the support of dedicated Academy programs and a path to Merrill involvement.

This role, Financial Solutions Advisor I:
Licensing & Client Growth at Bank of America, could be your next career step.

We would love to welcome a new Financial Solutions Advisor I:
Licensing & Client Growth to our group in Wake Forest, NC, United States.

For the Financial Solutions Advisor I:
Licensing & Client Growth position at Bank of America, we are reviewing applications now.

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