Financial Solutions Advisor Registration Candidate - Barry Road At Zona Rosa, MO

About the role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn foundational skills to be an advisor—acquiring, building, and managing client relationships while guiding clients through their complex financial needs with tailored advice and solutions.

You will work in a financial center delivering Bank of America’s core banking and investment solutions. The role is structured in stages, with progression to Financial Solutions Advisor Stage II upon demonstrating success, where you will deepen client relationships within a portfolio. Successful performance opens opportunities for advancement within Bank of America and Merrill.

This position requires SAFE Act registration, including background checks and federal registry system compliance. Failure to maintain registration may result in termination.

Responsibilities

• Build and manage client relationships using a consultative approach to identify needs and recommend solutions.
• Deliver end-to-end financial advice, including client reviews and presentations, to help clients achieve financial goals.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Obtain required industry licenses (SIE within 30 days, Series 7 and 66 within 120 days of hire).
• Leverage Bank of America’s client network to grow your business.
• Adapt to new technology and execute multiple tasks in a fast-paced environment.

Requirements

• Aptitude for obtaining required industry licenses (SIE, Series 7, Series 66).
• Self-discipline in managing time and workload.
• Experience cultivating client relationships and recommending solutions.
• Strong communication and collaboration skills to build peer relationships.
• Results-driven mindset with a focus on client interests.
• Ability to learn and adapt to new technology or applications.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) (desired).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).

Skills

• Advisory and account management
• Client experience branding and customer focus
• Oral and written communications
• Issue and risk management
• Active listening and attention to detail
• Pipeline and client management
• Understanding of policies, procedures, and guidelines

Schedule

Monday through Friday, with some Saturdays required. 1st shift, 40 hours per week.