Financial Solutions Advisor Registration - Kansas Market

As a Financial Solutions Advisor Stage I (FSA I), you begin by obtaining Securities Industry licenses, receiving dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills required to be an advisor—from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.

Upon reaching key milestones, you will start working in a financial center where you will help deliver Bank of America’s core banking, investment solutions, and client care approach. The Academy will support you with dedicated programs, tools, and resources throughout your career journey.
All employees engaged in residential loan mortgage originations must register with the SAFE Act and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination.

• Build a successful career at Bank of America through world‑class training and onboarding programs.
• Receive training and one‑on‑one coaching from Academy managers invested in your success.
• Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
• Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days—a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike, leveraging our relationships with one out of two households in the U.S. to grow your business.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

• Proof of aptitude for obtaining required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results‑driven mindset with prioritization of client interests in a complex, fast‑paced environment.
• Capability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

• SIE (Securities Industry Essentials)
• Bachelor’s degree and/or at least one year of financial services or sales experience.

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

High School Diploma / GED / Secondary School or equivalent

Monday – Fridays and rotating Saturdays

1st shift (United States of America)

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