
This entry-level Financial Solutions Advisor role in the OC West Market focuses on developing professionals to guide clients through complex financial needs. The position begins with a structured training program where candidates earn essential industry licenses, including the SIE, Series 7, and Series 66. Key responsibilities involve building client relationships, identifying financial goals, and recommending comprehensive banking and investment solutions. The role appeals to individuals seeking a clear career path with dedicated coaching, world-class training, and opportunities to advance within the organization. The work arrangement is primarily in-office at a financial center, with some initial phone-based training, operating on a standard full-time schedule including rotating Saturdays.

















