Financial Solutions Advisor: License Path & Client Impact
Job in
Westminster, Orange County, California, 92684, USA
Listed on 2026-09-08
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is hiring a Financial Solutions Advisor Stage I in Westminster, CA. The role focuses on obtaining SIE, Series 7 and Series 66 licenses, then advising clients on a broad range of banking and investment solutions while building lasting relationships and understanding clients' financial needs.
Successful progression to Stage II follows, with ongoing training, exposure to Merrill and core banking partners, and opportunities to serve a diverse client portfolio in a collaborative,
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