Financial Solutions Advisor I: License Track & Growth

Posted 11 days ago

bank of americaSan Jose (CA)

Securities, Commodities, and Financial Services Sales AgentsCommercial Banking

SENIORITY

Mid

About the role

Bank of America seeks a Financial Solutions Advisor Stage I in San Jose, California. The role involves obtaining essential financial licenses and managing client relationships effectively. Successful candidates will advance through various training phases and have opportunities for career progression within the organization. This position also emphasizes collaboration with banking and investment partners to deliver comprehensive financial strategies. The job includes a regular schedule, training, and potential for dynamic client interactions. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.