Financial Solutions Advisor I License Path & Growth

Bank of America; Belton (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and Series 66, developing foundational client advisory skills, and supporting growth within a financial center. The role emphasizes an in-office culture with role-specific attendance expectations and strong training programs.

Successful candidates will progress to Stage II, building relationships with a diverse client base and collaborating with banking and investment partners.

Qualifications

• Licensing and client advisory skills required.
• Ability to manage time and capacity effectively.
• Experience building client relationships and presenting solutions.

Responsibilities

• Build and manage client relationships and provide advisory solutions.
• Obtain required securities licenses (SIE, Series 7, Series 66) and apply learned skills.
• Deliver end-to-end financial guidance and connect clients to Bank of America and Merrill solutions.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Multi-tasking

Tech adaptability

Team collaboration

Attention to detail

Risk awareness

Customer focus

Written communications

Education

Bachelor's degree

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and Series 66, developing foundational client advisory skills, and supporting growth within a financial center. The role emphasizes an in-office culture with role-specific attendance expectations and strong training programs.

Successful candidates will progress to Stage II, building relationships with a diverse client base and collaborating with banking and investment partners.