Licensed Financial Solutions Advisor: Client Wealth & Growth

Bank of America; Mission (KS); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn the foundations of advisory service. You will later advise clients, build relationships, and coordinate with banking and investment partners to meet financial goals.

This in-office role emphasizes training, scheduling, and progressing through stages to eventually advance within Bank of America and Merrill.

Qualifications

• Must be eligible to obtain required industry licenses.
• Ability to manage time and capacity effectively.
• Experience in cultivating client relationships and identifying needs.
• Proven ability to communicate and collaborate with peers.
• Demonstrates a results-driven mindset while prioritizing client interests.

Responsibilities

• Provide end-to-end advisory services and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Build relationships with a diverse client base at a financial center.
• Move through development stages to progress within Bank of America and Merrill.

Skills

Client relationships

Time management

Communication

Multi-tasking

Adaptability

Sales mindset

Attention to detail

Problem solving

Education

Bachelor's degree

FINRA SIE required

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn the foundations of advisory service. You will later advise clients, build relationships, and coordinate with banking and investment partners to meet financial goals.

This in-office role emphasizes training, scheduling, and progressing through stages to eventually advance within Bank of America and Merrill.