Financial Solutions Advisor Registration Candidate Consumer Investments - Wichita Area

Bank of America • Wichita, KS

1d • Onsite

About The Position

This role is for a Financial Solutions Advisor Stage I (FSA I) who will begin by obtaining Securities Industry licenses (SIE, Series 7, and Series 66). Upon licensing, the advisor will learn foundational skills in client relationship management, financial assessment, and providing advice and solutions. The role involves working in a financial center to deliver banking and investment solutions, with opportunities for advancement to Financial Solutions Advisor Stage II and beyond within Bank of America and Merrill. The Academy provides ongoing support through dedicated programs, tools, and resources. This position requires SAFE Act registration, including a background check and registration process.

Requirements

• 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.
• Must obtain SIE within 30 days of hire.
• Must obtain Series 7 & 66 within 120 days of hire.
• High School Diploma / GED / Secondary School or equivalent.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Spanish speaking

Responsibilities

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.
• Acquire, build, and manage client relationships.
• Assess client's complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Deliver Bank of America’s core banking and investment solutions in a financial center.
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to solutions provided through Bank of America and Merrill.
• Manage time and capacity effectively.
• Cultivate client relationships, access needs, and recommend solutions.
• Create strong peer relationships through effective communication and collaboration.
• Execute multiple tasks simultaneously.
• Learn and adapt to new technology or applications.

Benefits

• Affordable, competitive and flexible benefits
• World-class training and on-boarding programs
• Dedicated and personalized classes for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
• Dedicated study time for licensing exams
• Training and one-on-one coaching from Academy managers
• Opportunities to learn, grow, and make an impact

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED