Financial Solutions Advisor I Licensing & Growth Path

Bank of America in Fresno, CA is hiring a Financial Solutions Advisor Stage I/II. This role starts with obtaining SIE, Series 7 and Series 66 licenses, then moves into advisory duties, building client relationships, and offering tailored financial solutions.

The Academy supports progression through development programs and coaching. You will work in an in-office setting, progressing through stages while delivering comprehensive advice and collaborating with banking and Merrill teams to meet