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Financial Solutions Advisor — Licensing & Client
Job in
Wilsonville, Clackamas County, Oregon, 97070, USA
Listed on 2026-07-10
Listing for:
Bank of America
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing for SIE, Series 7, and Series 66 while building foundational advisory skills in a client-focused environment. The role serves as a gateway to delivering core banking and investment solutions from a financial center.
Training is provided with coaching from Academy managers, and successful candidates will progress to higher levels within Bank of America and Merrill.
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