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Financial Solutions Advisor — Launch Securities Licenses
Job in
Santa Clara, Santa Clara County, California, 95053, USA
Listed on 2026-02-05
Listing for:
Bank of America
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial institution in Santa Clara is seeking a Financial Solutions Advisor Stage I. This role involves obtaining necessary Securities licenses and building client relationships to provide comprehensive financial advice. The ideal candidate will manage client needs and recommend suitable solutions while working in a dynamic environment. Opportunities for advancement and training are available.
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