Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Wichita Area
Wichita · Full-time · Posted Oct 5, 2026
- Experience
- No minimum years required; desired qualification includes a bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to earn securities licenses and become a financial advisor, helping clients identify financial needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships, assess needs, and recommend financial strategies.
- Deliver client reviews and presentations and connect clients with Bank of America and Merrill solutions.
- Collaborate with banking and investment partners while progressing through advisor training stages.
What they ask for
- Aptitude for obtaining required industry licenses; SIE within 30 days and Series 7 and Series 66 within 120 days (63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building peer relationships.
- Self-discipline, ability to manage multiple tasks, and adaptability to new technology or applications.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience; Spanish speaking.
Tools
SIE, Series 7, Series 66, FINRA
Model-written summary · the original posting is authoritative