Bank of America
Financial Solutions Advisor Registration Candidate - FERN RIDGE PARKWAY, MO
Saint Louis · Full-time · Posted Oct 20, 2026
- Experience
- At least one year in financial services or sales is a desired qualification, not a stated requirement.
- Education
- Bachelor’s degree is desired; no equivalent-experience wording stated.
About the job
Train to become a licensed financial advisor, then work with financial-center clients to understand their needs and recommend banking and investment solutions.
What you'll do
- Build and manage client relationships; assess financial needs and recommend suitable solutions.
- Provide comprehensive advice and client reviews, and connect clients with Bank of America and Merrill banking and investment partners.
- Complete required licensing and training, then serve clients in a financial center.
What they ask for
- Aptitude for obtaining required industry licenses; SIE required within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, ability to manage multiple tasks, adaptability to new technology, and a results-driven, client-focused approach.
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.
Model-written summary · the original posting is authoritative