Financial Solutions Advisor I - Launch Your Licensing Path

ghr; Overland Park (KS); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to help clients build and manage their financial lives. You’ll begin by obtaining SIE, Series 7 and Series 66 licenses and then apply foundational advisory skills in a financial center setting.

As you progress to Stage II, you’ll deepen client relationships, work with diverse banking and investment partners, and grow your portfolio under structured development programs.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to help clients build and manage their financial lives. You’ll begin by obtaining SIE, Series 7 and Series 66 licenses and then apply foundational advisory skills in a financial center setting.

As you progress to Stage II, you’ll deepen client relationships, work with diverse banking and investment partners, and grow your portfolio under structured development programs.