Financial Solutions Advisor I — Licensing & Client Advisory

Bank of America; Overland Park (KS); On-site; USD 50,000 - 65,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions to complex financial needs.

The role emphasizes a consultative approach, collaboration with banking and investment partners, and a path to advanced roles within Bank of America and Merrill.

Qualifications

• Must obtain required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.
• Collaborate with core banking and investment partners to meet clients’ financial needs.
• Build and deepen relationships within a portfolio of clients.
• Develop and present solutions that address clients’ financial goals and priorities.
• Support licensing milestones and ongoing professional development within Bank of America and Merrill.

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 and/or a minimum of one year of financial services industry or sales experience

FINRA Securities Industry Essentials (SIE) certification

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions to complex financial needs.

The role emphasizes a consultative approach, collaboration with banking and investment partners, and a path to advanced roles within Bank of America and Merrill.