Licensed Financial Solutions Advisor

Bank of America; Garden City (KS); On-site; USD 75,000 - 85,000; Full time

Job summary

Bank of America in the United States is seeking an Investment Advisor–Consumer Investments to deliver tailored financial guidance and solutions for clients, including self-directed investors. The role focuses on advising on investments, managing client relationships, and ensuring compliance with regulatory requirements.

Key duties include collaborating with Financial Advisors, educating clients on investment products, and supporting account openings.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year of experience in financial services or a sales environment meeting/exceeding goals.
• Breadth of relationship management product/solutions knowledge.
• Acts as a client advocate and self-starter who manages time effectively.
• Sets and achieves goals, builds strong relationships, and collaborates well.

Responsibilities

• Partners with Financial Advisors to identify Consumer Investment opportunities to meet client needs.
• Supports Advisors with client conversations and scenarios related to Investment products and services.
• Educates clients about the full Enterprise offering and assists with account opening and fulfillment.
• Educates Advisors on Consumer Investments platform, product, and services.
• Provides basic service for self-directed clients in Merrill Financial Advisor Household.
• Manages Book and is responsible for Annual Reviews and deepening through investments, banking and prospects.

Skills

Account Management

Attention to Detail

Client Experience Branding

Client Management

Customer and Client Focus

Oral Communications

Pipeline Management

Active Listening

Advisory

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking an Investment Advisor–Consumer Investments to deliver tailored financial guidance and solutions for clients, including self-directed investors. The role focuses on advising on investments, managing client relationships, and ensuring compliance with regulatory requirements.

Key duties include collaborating with Financial Advisors, educating clients on investment products, and supporting account openings.