Financial Solutions Advisor Registration - Kansas Market

Job Description

As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining Securities Industry licenses, receiving dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor—acquiring, building, and managing client relationships and guiding clients with advice and solutions to help them live their best financial lives.

After achieving key milestones, you will begin working in a financial center, delivering Bank of America’s core banking and investment solutions, and will progress to Financial Solutions Advisor Stage II, where you deepen client relationships within a portfolio of clients. Progression may lead to roles across Bank of America and Merrill, supported by Academy programs, tools, and resources.

Note:

This position requires SAFE Act registration. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

• Build a successful career through world‑class training and onboarding programs.
• Receive training and one‑on‑one coaching from Academy managers.
• Grow business knowledge by systematically identifying client needs and appropriate solutions.
• Earn Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) within 120 days of hire.
• Build a network by interacting with diverse banking customers, small business owners, and high net worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations, and recommend strategies to help clients achieve their goals.
• Collaborate with core banking and investment partners to meet virtually all financial needs.

• Interest in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‑driven mindset, prioritizing client interests in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Comfort with learning and adapting to new technology or applications.

• Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or at least one year of financial services industry 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–Friday and rotating Saturdays

1st shift (United States of America)

40