Financial Solutions Advisor Registration - Kansas Market

Financial Solutions Advisor Stage I (FSA I)

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive 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 needed 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.

Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within required timelines.
• Acquire, build, and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions to help them live their best financial lives.
• Deliver comprehensive advice, client reviews and presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to provide end‑to‑end solutions.
• Work in a financial center delivering core banking, investment solutions and client care.

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Position is subject to SAFE Act registration requirements; all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
• Minimum education requirement:
  High School Diploma / GED / Secondary School or equivalent.

• Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of 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

Schedule:

Monday – Fridays and rotating Saturdays. Shift: 1st shift (United States of America). Hours Per Week: 40.

Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed.