Financial Solutions Advisor - 76 & Stateline, Greater Kc

Bank of America Merrill Lynch

Greater Kc, US
In-office (with some flexibility based on role-specific considerations)
Series 7 and series 66 licenses
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients in the Greater Kansas City area. The ideal candidate should possess relevant licenses and experience in the financial services industry, along with strong relationship-building skills

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while supporting teammate wellness.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients in the Greater Kansas City area. The ideal candidate should possess relevant licenses and experience in the financial services industry, along with strong relationship-building skills.

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer multitasking skills
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year investments experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter