Financial Solutions Advisor I: License Path & Client Impact

Bank of America; Overland Park (KS); On-site; USD 60,000 - 75,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining SIE and Series exams, learning to advise clients on banking and investment solutions, and growing into additional roles within Merrill as you gain licenses.

Starting in a financial center, you will build relationships with clients and small businesses, deliver end-to-end advice, and collaborate with banking and investment partners.

Qualifications

• Aptitude for obtaining required industry licenses.
• Experience in cultivating client relationships and identifying client needs.
• Strong communication and collaboration skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to learn and adapt to new technology or applications.

Responsibilities

• Assist clients with core banking and investment solutions.
• Build and manage client relationships and assess a client’s financial picture.
• Provide end-to-end advisory services and conduct client reviews/presentations.

Skills

Licensing path

Time management

Client relationships

Communication

Multi-tasking

Adapt to technology

Education

Bachelor’s degree in finance or related

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining SIE and Series exams, learning to advise clients on banking and investment solutions, and growing into additional roles within Merrill as you gain licenses.

Starting in a financial center, you will build relationships with clients and small businesses, deliver end-to-end advice, and collaborate with banking and investment partners.