Licensed Financial Solutions Advisor

National Black MBA Association; Overland Park, Northern (KS, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning.

You’ll work in an in-office environment with structured training, progressing toward higher levels within Merrill, serving a diverse client base and coordinating with banking and investment partners to meet clients’ financial goals.

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 advisory services and build client relationships.
• Identify client needs and propose suitable financial solutions.
• Collaborate with banking and investment partners to meet client goals.
• Deliver timely client reviews and presentations with confidence.

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

FINRA SIE (license)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning.

You’ll work in an in-office environment with structured training, progressing toward higher levels within Merrill, serving a diverse client base and coordinating with banking and investment partners to meet clients’ financial goals.