Financial Solutions Advisor I: Licensing & Client Advisory

National Black MBA Association; Kansas City (MO); On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and to grow into advisory client relationships in a financial center.

You'll start with training, build essential skills, and advance toward more senior roles within Bank of America and Merrill. This in-office role emphasizes delivering banking and investment solutions with a client-first approach.

Qualifications

• Ability to obtain required industry licenses (SIE, Series 7, 66).
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and assessing needs.
• Strong communication and collaboration skills.

Responsibilities

• Deliver end-to-end client advisory and financial planning.
• Develop relationships with banking customers and clients to identify needs.
• Coordinate with banking and investment partners to meet client needs.
• Present client reviews and recommendations to help achieve goals.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Bachelor’s degree

1 year financial services or sales experience

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and to grow into advisory client relationships in a financial center.

You'll start with training, build essential skills, and advance toward more senior roles within Bank of America and Merrill. This in-office role emphasizes delivering banking and investment solutions with a client-first approach.