Financial Solutions Advisor I – Licensing Path

Merrill; Raymore (MO); On-site; USD 42,000 - 70,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin the licensing path for SIE, Series 7 and Series 66, and to learn foundational client advisory skills.

Starting in a financial center, you will build relationships, deliver banking and investment solutions, and progress toward Stage II with structured training and a clear growth track within Bank of America and Merrill.

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.
• 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 with confidence, recommending strategies to help clients achieve goals.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.
• Build and leverage your network to engage banking customers, small business owners, and higher net worth clients.

Skills

Advisory

Account Management

C

Education

Bachelor's degree

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin the licensing path for SIE, Series 7 and Series 66, and to learn foundational client advisory skills.

Starting in a financial center, you will build relationships, deliver banking and investment solutions, and progress toward Stage II with structured training and a clear growth track within Bank of America and Merrill.