Financial Solutions Advisor I — Licensing & Client Growth

National Black MBA Association; Olathe, Northern (KS, KY); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 exams, building foundational advisory skills and client relationships. The role progresses to Stage II with broader opportunities within Bank of America and Merrill.

Training, coaching, and structured programs support your development. The position emphasizes licensing within 30/120 day timelines, developing financial knowledge, and delivering holistic

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

Responsibilities

• Build end-to-end client advisory relationships and provide comprehensive financial guidance.
• Develop and deliver client reviews/presentations with confidence.
• Collaborate with banking and investment partners to meet clients’ financial needs.
• Progress from initial licensing to advanced advisor roles through structured training and milestones.
• Provide solutions to help clients achieve financial goals and life priorities.

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

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 exams, building foundational advisory skills and client relationships. The role progresses to Stage II with broader opportunities within Bank of America and Merrill.

Training, coaching, and structured programs support your development. The position emphasizes licensing within 30/120 day timelines, developing financial knowledge, and delivering holistic