Licensed Financial Solutions Advisor Client Wealth Growth

Bank of America; Fairway (KS); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

World-class training

Licensing support (SIE, Series 7, 66)

Career progression opportunities

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining required securities licenses and then build client relationships within a financial center. You will follow a structured program to advise clients, linking banking and investment solutions while developing your advisory skill set.

Progression to Stage II offers broader opportunities within Merrill and the Academy-supported career path.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Strong collaboration and communication with peers.
• Results-driven with client interests in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn new technology and applications.

Responsibilities

• Provide end-to-end financial advice and client reviews with confidence.
• Recommend strategies to help clients meet financial goals and life priorities.
• Collaborate with banking and investment partners to meet client needs.
• Build and manage relationships within a portfolio of clients.
• Deliver solutions through Bank of America and Merrill channels.

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

Written Communications

Education

Bachelor's degree

FINRA SIE certification

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining required securities licenses and then build client relationships within a financial center. You will follow a structured program to advise clients, linking banking and investment solutions while developing your advisory skill set.

Progression to Stage II offers broader opportunities within Merrill and the Academy-supported career path.