Bank of America
Financial Solutions Advisor Registration Candidate - COUNTRY CLUB PLAZA, MO
Kansas City · Full-time · Posted Oct 9, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; no required years stated.
- Education
- Bachelor’s degree is desired; no required education stated.
About the job
Trains to become a licensed financial advisor, then serves clients at a financial center by assessing financial needs, recommending solutions, and building client relationships.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs, provide financial advice, and recommend strategies and solutions.
- Build client relationships and collaborate with banking and investment partners.
What they ask for
- Aptitude to obtain required industry licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days of hire (Series 63 and 65 accepted instead of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, with a results-driven approach that prioritizes client interests.
- 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.
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative