Financial Solutions Advisor: License Path & Growth

Bank of America; Wichita (KS); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Competitive benefits

Career development programs

SIE license training

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn foundational advisory skills, client relationship building, and financial planning. You will start in a financial center, engaging with banking customers and high-net-worth clients, with a career path toward more advanced advisory roles.

The role emphasizes in-office collaboration, structured training, and progression through licensing milestones.

Qualifications

• Requires obtaining required industry licenses.
• Experience cultivating client relationships and recommending solutions.
• Ability to work in a fast-paced environment.

Responsibilities

• Provide end-to-end financial guidance to clients.
• Prepare client reviews and presentations for clients.
• Collaborate with banking and investment partners to meet client needs.
• Support clients in achieving their financial goals and life priorities.

Skills

Client relationships

Time management

Communication

Sales aptitude

Education

High School Diploma / GED

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn foundational advisory skills, client relationship building, and financial planning. You will start in a financial center, engaging with banking customers and high-net-worth clients, with a career path toward more advanced advisory roles.

The role emphasizes in-office collaboration, structured training, and progression through licensing milestones.