Financial Solutions Advisor

Bank of America

Financial Solutions Advisor obtaining Securities Industry licenses and helping clients with banking and investment solutions. Delivering comprehensive advice while managing client relationships effectively.

Posted 5/20/2026full-timeWichita • Kansas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads
Making referrals to business partners based on client needs
Meeting with clients to review financial and investment goals
Building a financial plan
Recommending brokerage products
Applying and expanding knowledge by completing required licenses and trainings

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least one year experience in the investments industry
At least one year experience working in the financial service industry and/or a sales environment
Sets and accomplishes goals
Builds and nurtures strong relationships
Communicates effectively and confidently
Efficiently manages your time and capacity
Thoroughly incorporates relevant regulatory due diligence into daily activities

Benefits

Comp & perks

health insurance
retirement plans
paid time off
flexible work arrangements
professional development
competitive and flexible benefits

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningbrokerage productsclient lead triaginginvestment goals review

Soft Skills

goal settingrelationship buildingeffective communicationtime management

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license