Financial Solutions Advisor Registration Candidate - Belton, MO
Bank of America ATM
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you: Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Weekly Schedule: Monday thru Friday, some Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America
$70k - $92.5k
...the idea that transforming financial lives starts by giving our... ...a $5,000 sign on bonus for candidates who are already fully licensed... ...base pay. The Wealth Solutions Advisor at Empower works with individual... ...7, 63, and 65 (or 66) registrations required. ~3+ years of financial...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hours- Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and Series 66, developing... ...attendance expectations and strong training programs. Successful candidates will progress to Stage II, building relationships with a...SuggestedWork at office
$41.72k - $63.7k
...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively... ...combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for...SuggestedPart timeLocal areaImmediate startDay shift- ...community bank with the full financial capabilities to meet the... ...associates to be a trusted advisor while providing them with the... ...will provide expert financial solutions to existing and prospective... ...experience* This position requires registration with the National Mortgage...SuggestedNight shift
$18 - $20 per hour
...Summit East - Lees Summit, MO 64086-4603, Position... ...role The Relationship Advisor - Personal Banker is... ...options, identify solutions that meet their needs,... ...Members by identifying financial needs and providing personalized... ...be considered for candidate Other Skills: Well-...SuggestedHourly payFull timeTemporary workWork at officeLocal areaMonday to FridayShift work- AO Garcia Agency is seeking a motivated candidate for a remote financial-services seat focused on helping families with informed protection options. You will be coached and mentored in a performance-driven environment, with warm leads and step-by-step onboarding. This...Remote jobFlexible hours
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- NBH Bank in Grandview, MO is seeking a Relationship Banker I to deliver excellent client service and build lasting banking relationships... ...clients to understand needs and introduce products and digital solutions. You will educate customers on mortgages, business and...
- WealthBridge Financial Group in Lee's Summit, MO is seeking a results-oriented Financial Consultant to engage with clients, understand their financial... ...You will leverage your expertise to craft comprehensive solutions and empower clients to make informed decisions. You will...
- ...for helping our customers improve their financial health. As a Personal Banker, you'll gain... ...of each customer and provide them with solutions to address those needs. As a Personal... ...asked to authorize that report. The candidate selected for this position may be eligible...Full timeMonday to Friday
$18 - $20 per hour
...Job Location: Raymore - Raymore, MO 64083-9194 Position Type: Full... ...our logo Role The Relationship Advisor is responsible for delivering exceptional... ...understanding of each Member’s financial needs and providing personalized guidance and solutions tailored to those needs. The...Hourly payFull timeTemporary workWork at officeLocal area- Central Bank of the Midwest is seeking a teller to support banking operations and help customers with their financial needs. You will engage clients, process transactions, balance cash drawers, and cross-sell bank products with a customer-centric approach in a fast-paced...
- ...Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position,... ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and...
$75k - $85k
...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor... ...relationships through active participation in the financial planning process. Responsibilities... ...delivers personalized wealth planning solutions to clients in all 50 states. Focus...Work at officeRemote work2 days per week- ...Primerica is seeking a Financial Services Professional Independent Contractor to meet with clients remotely, assess goals, and provide guidance on income protection, savings, and retirement strategies. You will present customized plans, explain product options, and help...For contractorsRemote workWork from home
$52.51k
Note for internal applicants: Successful candidates already at rates above the posted salary will be evaluated on... ...44. Job Location: 600 NE Colbern Rd Lee's Summit, MO 64086 Why You’ll Love This Position The financial services specialist performs routine entry-level financial...Work at officeFlexible hoursNight shift- Mazuma Credit Union is seeking a Relationship Advisor in Raymore, MO to deliver exceptional member service and foster strong relationships. You... ...needs, provide personalized guidance, and promote Mazuma’s financial products and services. The role involves processing...
- ...Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank... ...Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations...Part timeBank staffLocal areaFlexible hoursShift work
- ...relationships, and provide education and guidance to help clients maximize their money and reach financial goals. You will work with Specialists to offer tailored solutions, solicit referrals, and ensure access to self-service options while complying with banking regulations...
- ...join our team at the Lee's Summit Woods Chapel location. You will engage customers in person and by phone, uncover financial needs, and offer solutions while building lasting relationships with clients and colleagues. The role emphasizes delivering an excellent customer...
- Simmons Bank is hiring a Senior Relationship Banker in Lee's Summit, MO. You will build and expand client relationships, advise on bank products, and drive revenue through targeted outreach and in-branch service. You will open/close accounts, handle loan inquiries and...
- NBH Bank in Grandview, MO is seeking a reliable Teller to handle transactions and deliver exceptional customer service. You will follow established procedures, build rapport with clients, and support banking center goals in a fast-paced environment. Training will be provided...
$52.51k
State-of-Missour in Lee's Summit, MO is hiring a financial services specialist to perform routine entry-level accounting, reporting, and payroll support under moderate supervision. The position is available at entry, intermediate, or senior level, with salary bands posted...- Crossroads Talent Solutions, LLC is seeking a detail-oriented PIV General Support Clerk II to provide on-site credentialing and security administrative support to USCIS OSI locations nationwide. The role handles PIV card issuance, fingerprinting, access control, and related...Afternoon shift
- ...Bank is seeking a Personal Banker to build strong customer relationships, recommend and sell banking products, and support clients’ financial well-being. The role emphasizes relationship banking, mentorship, and extensive training on products and services. You will...
- The University of Kansas Health System partners with Lockton to fill the Financial Wellness Coordinator role, stationed onsite at an assigned client. This position focuses on retirement-plan expertise and clear, employee-facing communications. You will engage employees,...
- Frost Bank in Odessa, TX is seeking a Personal Banker I to be the first point of contact for customers, delivering friendly service and trusted guidance on deposits, loans, and account maintenance. You will embody integrity and build lasting relationships in a community...
- ...Desire to be their point of contact - they know your name and you know theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need Required...Monday to Friday
- Mazuma Credit Union seeks a Relationship Advisor - Personal Banker to serve as a trusted contact for Members, guiding them through financial options and educating them on digital tools. You will process transactions accurately and support branch goals in a friendly, member...Monday to Friday
- ...customers through digital banking tools. The role emphasizes quality service, adherence to policies, and a proactive approach to helping clients with financial products. Training is provided, with opportunities to advance within the organization. #J-18808-Ljbffr NBH Bank
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate - Belton, MO. Be the first to apply!



