Financial Solutions Advisor - Licensing & Growth Path

Bank of America; Kansas City (KS); On-site; USD 52,000 - 66,000; 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 and to progress toward Stage II as you grow your client portfolio. You will learn foundational advisory skills, build relationships, and guide clients toward tailored financial solutions within a Bank of America/Merrill framework.

The role starts in an in-office environment with structured training and ongoing development.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Ability to build strong peer relationships through collaboration and communication.
• Results-driven mindset while prioritizing client interests in a fast-paced environment.
• Ability to handle multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive financial advice and client reviews.
• Deliver presentations with confidence and recommend strategies to meet client goals.
• Collaborate with core banking and investment partners to meet clients' financial needs.

Skills

Licensing aptitude

Time management

Relationship building

Communication

Adaptability

Multi-tasking

Tech aptitude

Education

Bachelor’s degree

FINRA SIE preferred

Tools

CRM systems

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7, and Series 66 licenses and to progress toward Stage II as you grow your client portfolio. You will learn foundational advisory skills, build relationships, and guide clients toward tailored financial solutions within a Bank of America/Merrill framework.

The role starts in an in-office environment with structured training and ongoing development.