Financial Solutions Advisor Registration - KC Market

Job Overview

Financial Solutions Advisor Stage I (FSA I) – An entry‑level role focused on building client relationships, obtaining necessary securities licenses, and delivering comprehensive financial advice within Bank of America’s client‑centered approach.

• Complete mandatory training and earn Securities Industry Essentials (SIE), Series7, and Series
  66 licenses within required time frames.
• Register with the SAFE Act and maintain required background checks.
• Develop and manage client portfolios, providing tailored financial solutions and guidance.
• Deliver confidence‑building client reviews and presentations.
• Collaborate with core banking and investment partners to meet client needs.
• Build a professional network by engaging with banking customers, small business owners, and higher‑net‑worth clients.
• Apply consultative techniques to identify client needs and recommend appropriate solutions.

• Demonstrated ability to obtain and maintain industry licenses.
• Self‑discipline in time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong interpersonal, communication, and collaboration skills.
• Results‑driven mindset with focus on client interest in a fast‑paced environment.
• Ability to execute multiple tasks simultaneously and adapt to new technology.
• High School Diploma, GED, or equivalent.

• Current FINRA Securities Industry Essentials (SIE) certification.
• Bachelor’s degree and/or minimum one year of financial services or sales experience.
• Skills in client experience, branding, advisory, investment management, pipeline management, referral management, and portfolio management.
• Business acumen, executive presence, oral communication, risk management, and trading knowledge.

The role offers world‑class training, one‑on‑one coaching, and a path to progression through stage II and beyond. The position is in‑office with a flexible schedule that includes weekdays and rotating Saturdays, and requires a 1st‑shift schedule (United States of America). Applicants receive a supportive, inclusive culture with access to financial, emotional, and wellness resources.