Strategic Financial Solutions Advisor

Bank of America; Kansas; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Competitive benefits

Job summary

Bank of America is seeking a licensed financial advisor to provide comprehensive client guidance across investments and banking products. The role requires licenses (Series 7 & 66; 63/65 alternative) and at least one year in investments or financial services, preferably with a sales background.

You will build financial plans, triage client needs, and collaborate with partners while applying regulatory due diligence. This is an in-office, full-time role with benefits and growth opportunities.

Qualifications

• Holds Series 7 and 66 (63/65 in lieu) licenses.
• At least one year experience in investments and financial services.
• Experience in a sales environment with goals met or exceeded.
• Bi-lingual Spanish speaking is a plus.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients via referrals or center clientele.
• Provide coaching and feedback to referral partners.

Skills

Series 7

Series 66

Investments knowledge

Financial services experience

Sales experience

Relationship building

Communication

Time management

Regulatory awareness

Education

High School Diploma / GED

Job description

Bank of America is seeking a licensed financial advisor to provide comprehensive client guidance across investments and banking products. The role requires licenses (Series 7 & 66; 63/65 alternative) and at least one year in investments or financial services, preferably with a sales background.

You will build financial plans, triage client needs, and collaborate with partners while applying regulatory due diligence. This is an in-office, full-time role with benefits and growth opportunities.