Financial Solutions Advisor I: Licenses & Growth Path

Bank of America; Olathe (KS); On-site; USD 48,000 - 65,000; Full time

Job summary

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and to build client relationships while delivering banking and investment solutions. You will guide clients through complex financial considerations with a consultative approach.

As a licensed advisor in a financial center, you will develop a portfolio, work with teammates, and progress toward Stage II.

Qualifications

• Requires pursuing or holding FINRA SIE license; series 7/66 licensing targeted after training.
• Client relationship building and needs-based advisory approach is essential.
• Strong time management and ability to manage multiple tasks in a fast-paced environment.
• Excellent communication and collaboration with banking and investment partners.

Responsibilities

• Provide end-to-end advisory support and client reviews.
• Deliver banking and investment solutions aligned with client goals.
• Collaborate with banking and Merrill partners to meet client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies Procedures Guidelines

Client Management

Written Communications

Education

Bachelor's degree or equivalent

FINRA SIE license (required or pursuing)

Job description

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and to build client relationships while delivering banking and investment solutions. You will guide clients through complex financial considerations with a consultative approach.

As a licensed advisor in a financial center, you will develop a portfolio, work with teammates, and progress toward Stage II.