Bank of America
Financial Solutions Advisor Registration Candidate - Liberty Fountain, MO
Liberty · Full-time · Posted Oct 20, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification, not a requirement.
- Education
- Bachelor’s degree is a desired qualification.
About the job
Train for securities licenses and develop client-advisory skills, then work in a financial center to recommend banking and investment solutions and manage client relationships.
What you'll do
- Obtain required securities licenses through structured training and study.
- Assess client needs and recommend financial strategies and solutions.
- Build client relationships, deliver reviews and presentations, and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses; SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to handle multiple tasks and adapt to technology or applications.
- Effective communication and collaboration, with a results-driven mindset that prioritizes client interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative