Licensed Financial Solutions Advisor - Launch Your Career

Bank of America; Overland Park (KS); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Training programs

Career progression

Competitive benefits

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licensing (SIE, Series 7, Series 66). You’ll learn to advise clients on core banking and investment solutions, building relationships while meeting regulatory requirements.

This role starts in a financial center with meaningful training and structured growth toward advanced advisory roles.

Qualifications

• Aptitude in obtaining required industry licenses.
• Time management and capacity development.
• Ability to cultivate client relationships and identify needs.
• Demonstrates effective communication and collaboration.
• Results-driven mindset prioritizing client interests.

Responsibilities

• Obtain required industry licenses and complete training.
• Build and manage client relationships with a consultative approach.
• Provide end-to-end financial advice and solutions.
• Collaborate with banking and investment partners.
• Deliver client reviews and presentations with confidence.
• Adhere to SAFE Act and regulatory requirements.

Skills

Client relationships

Effective communication

Time management

Adaptability

Team collaboration

Sales mindset

Attention to detail

Education

Bachelor’s degree

FINRA SIE

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licensing (SIE, Series 7, Series 66). You’ll learn to advise clients on core banking and investment solutions, building relationships while meeting regulatory requirements.

This role starts in a financial center with meaningful training and structured growth toward advanced advisory roles.