Bank of America
Merrill Financial Solutions Advisor (Partially Licensed) – Greater Kansas City Market
Leawood +2 · Full-time · Posted Sep 23, 2026
- Location
- Leawood
Springfield
Kansas City - Experience
- 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry.
- Education
- Bachelor’s Degree, preferably in a business-related field (desired).
About the job
Develops relationships with high-net-worth clients, reviews their investment goals, and learns to recommend tailored financial solutions while building a book of business toward a Financial Advisor career.
What you'll do
- Review clients’ financial goals and help prepare tailored investment recommendations and presentations.
- Learn and promote banking, investment, and life-priority solutions; build relationships and support portfolio growth.
- Use available resources and technologies to deliver accurate service, manage risk, and develop a book of business.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE).
- 4+ years of progressive professional and/or military experience.
- 2+ years of experience in the investments industry.
- Ability to obtain Series 7 and 66 licenses within allotted program time.
Nice to have
- Financial-services or goal-based sales experience; strong computer skills.
- Bachelor’s Degree, preferably in a business-related field; additional professional designations or insurance licenses.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66
Model-written summary · the original posting is authoritative