Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; Pleasant Hill (MO); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is recruiting an entry‑level Financial Solutions Advisor focused on helping clients reach their financial goals through licensed guidance and relationship building. You will begin with foundational training, obtain essential licenses, and learn to deliver tailored banking and investment solutions.

Join a culture that emphasizes collaboration, development, and client care. The role starts in a financial center, with training and pathways to advance within Bank of America and

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Strong communication and collaboration with peers.
• Ability to adapt in a fast-paced environment.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66).
• Build and manage client relationships and consider a client’s financial picture.
• Provide end-to-end comprehensive financial advice and solutions.
• Collaborate with core banking and investment partners to meet client needs.
• Progress from FSA I to FSA II and beyond with ongoing training.

Skills

Client Experience

Client Management

Investment Knowledge

Prospecting

Portfolio Management

Oral Communications

Risk Management

Executive Presence

Education

High School Diploma / GED

Bachelor’s degree preferred

Job description

Bank of America is recruiting an entry‑level Financial Solutions Advisor focused on helping clients reach their financial goals through licensed guidance and relationship building. You will begin with foundational training, obtain essential licenses, and learn to deliver tailored banking and investment solutions.

Join a culture that emphasizes collaboration, development, and client care. The role starts in a financial center, with training and pathways to advance within Bank of America and