Financial Solutions Advisor I: Licensing & Client Advisory

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

Job summary

Bank of America is recruiting for a Financial Solutions Advisor Stage I to begin with essential securities licensing (SIE, Series 7, 66) and develop advisory skills. You’ll work in an in-office setting, serving clients with a consultative approach and training through the Academy to grow toward higher roles within Bank of America and Merrill.

Initial responsibilities focus on building relationships, delivering solutions, and gaining experience with core banking and investment products while

Qualifications

• Licensing exams required or in progress.
• Ability to build client relationships and identify needs.
• Strong communication and collaboration skills.

Responsibilities

• Build and manage client relationships and provide solutions.
• Deliver end-to-end financial advice and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Support licensing goals and progress through the Academy programs.

Skills

Advisory

Account management

Client experience

Communication

Attention to detail

Time management

Relationship building

Sales experience

Education

Bachelor’s degree

FINRA SIE certification (preferred)

Job description

Bank of America is recruiting for a Financial Solutions Advisor Stage I to begin with essential securities licensing (SIE, Series 7, 66) and develop advisory skills. You’ll work in an in-office setting, serving clients with a consultative approach and training through the Academy to grow toward higher roles within Bank of America and Merrill.

Initial responsibilities focus on building relationships, delivering solutions, and gaining experience with core banking and investment products while