Financial Solutions Advisor Stage I- Arkansas & Kansas Market

Bank of America

Arkansas, US
Not specified; not specified; not specified
In-office with some flexibility based on role-specific considerations.
Series 7 and series 66 licenses required
One year financial service experience
Client relationship building skills
Bank of America is seeking a Financial Solutions Advisor for the Arkansas and Kansas markets, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should hold Series 7 and 66 licenses, possess a minimum of one year of experience in the financial services industry, and demonstrate strong relationship-building and communication skills

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
  • The position involves triaging client leads, making referrals based on asset thresholds, and reviewing investment strategies.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for the Arkansas and Kansas markets, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should hold Series 7 and 66 licenses, possess a minimum of one year of experience in the financial services industry, and demonstrate strong relationship-building and communication skills.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year financial service experience
  • Client relationship building skills

Nice-to-have

  • Certified Financial Planner designation preferred
  • Insurance licenses obtained
  • Strong computer multitasking abilities

Key Requirements

  • Series 7 license
  • Series 66 license or 63/65 with passing score within 60 days
  • One year experience in financial services or sales
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter