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Financial Solutions Advisor — Launch Licensing & Client Impact

Job in Westminster, Carroll County, Maryland, 21158, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Position: Financial Solutions Advisor I — Launch Licensing & Client Impact

Bank of America seeks a Financial Solutions Advisor Stage I in Westminster, CA to begin with Securities Industry licenses (SIE, Series 7 and Series 66) and then deliver core banking and investment solutions. You will acquire, build and manage client relationships while guiding clients through complex financial pictures, all within an in‑office, collaborative environment.

This role emphasizes hands-on training, broker/dealer licensing progression, and collaboration with banking and investment

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