Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description: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 youBuild 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:Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSchedule: Monday – Fridays and rotating SaturdaysSkills: AdvisoryAccount ManagementClient Experience BrandingCustomer and Client FocusOral CommunicationsIssue ManagementClient Solutions AdvisoryPipeline ManagementActive ListeningAttention to DetailRisk ManagementPolicies, Procedures, and GuidelinesClient ManagementCausation AnalysisWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentThis position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.Shift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: WichitaType: Full time
- ...common purpose to help make financial lives better through the... ...Description : As a Financial Solutions Advisor Stage I (FSA I), your... ...begin working in a financial center where you will help to deliver... ...is subject to SAFE Act registration requirements. Pursuant to the...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clienteleRequired Qualifications...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Required Qualifications...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your... ...you will begin working in a financial center where you will help to deliver Bank of...SuggestedTraineeshipWork at officeLocal areaShift workDay shift
- ...conversations that support financial well-being and deepen engagement... ...products, services, and solutions Drive branch growth by... ...ongoing account support. SAFE registration is required at the time of... ...Location(s): ~455 S West St Wichita, KS Posting End Date:...SuggestedWork experience placementFlexible hours
- ...and those with more complex financial needs, serving as their... ...oversight to deliver integrated solutions across deposits,... ...licensing requirements and SAFE registration. Upon successful... ...Locations: ~6321 E Central- Wichita, KS ~455 S West St- Wichita, KS Due...Temporary workWork experience placement
- ...hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as... ...Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such... ...coverage, on-site health and wellness centers, a retirement savings plan, backup...Local areaImmediate startAfternoon shift
- ...Job Description Financial Analyst or Senior... ...Financial Analyst – West Michigan | Full Relocation... ...— Beaches, Small-Town Life, and Room to... ...assistance, with candidates able to begin the... ...engineered solutions. As a publicly traded... ...Free on-site fitness center membership to...Contract workWork at officeRemote workRelocationVisa sponsorshipRelocation package
$48k - $100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of... ...66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience Established...Shift workDay shift$100k - $250k
...practice aligned with OneAmerica Financial®. Our client firm... ...experienced, active Financial Advisor looking to transition their... ...income, and estate-planning solutions. Foster and expand regional... ...66 (or Series 6 and 63/65) registrations. ~ Active State Life & Health...Work at officeLocal area$26.27 - $28.21 per hour
## Financial Aid AdvisorApplylocations: Wichita, KStime type: Full timeposted on: Posted 28 Days... ...:**The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department... ...intelligence to evaluate candidates against job requirements....Full timeWork at officeRemote workFlexible hoursAfternoon shift- ...Financial Assistance & Eligibility Specialist Hunter Health provides... ...-encompassing care for the Wichita community, including medical... ...coordinated, patient-centered financial navigation services... ...efforts, collaborating with registration, billing, and clinical teams...Full timeTemporary workLocal areaMonday to Friday
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- Emprise Bank Center 257 N Broadway Wichita, KS 67202, USA At Emprise... ...goals. The Wealth Advisor is responsible for account... .... A successful candidate will have: A demonstrated... ...techniques, financial planning, asset management... ...presenting solutions to meet customer objectives...Shift work
- ...Call Center Representative MCI is one of the fastest... ...) cloud technology solutions across a wide range of... ...e-commerce, and financial services. Our contact... ...Representative to join our team in Wichita. This Call Center... ...every customer Candidate Qualifications Wonder...Full timeTemporary workCasual workWork at officeRemote workShift work
- ...Estate Loan Consultant in Wichita. In this role, you'll... .... The ideal candidate provides exceptional... ...area find the right solutions for their real estate... ...money management and financial matters. Counsels members... ...and Registry (NMLS) registration under the SAFE Act of...Work at officeLocal areaMonday to Friday
- ...friendly, motivated Member Solutions Specialist to assist... ...is not-for-profit financial institution that has... ...in Kansas include Wichita, Hutchinson, Newton,... ...DETAILS The successful candidate will work at our Maize... ...and Registry (NMLS) registration under the SAFE Act of...Monday to FridayRotating shiftAfternoon shift
- ...USA, with a strong call center footprint and... ...XaaS) cloud technology solutions across a wide range of... ...technology e-commerce, and financial services. Our contact... ...to join our team in Wichita . This Call Center Representative... ...to apply. The Ideal candidates for this position are...Remote workShift work
- ...family entertainment centers, zoos, aquariums, and... ...house counsel. The ideal candidate must be highly... ...Responsibilities Key advisor for CEO and the organization... ...integration, or other scalable solutions. Establish intake... ...filings, licenses, registrations, renewals, reporting deadlines...Contract work
- ...career opportunities as a Financial Counselor you want... ...join Wesley Medical Center which is part of the... ...include scheduling, registration, insurance verification... ...as well as targeted solutions, such as Medicaid Eligibility... .... Highly qualified candidates will be contacted for...Temporary workWork at officeMonday to FridayFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual... ...Financial Planner Board of Standards Center for Financial Planning, Inc. owns and...Full timeContract workFor contractorsWork at office- ...Overview The Cancer Center of Kansas (CCK) is seeking a full-time, on-site Patient Financial Counselor to join our team in our Wichita, KS offices. The typical work week is Monday through... ...Responsibilities None. Qualifications The ideal candidate for the position will have the...Full timeTemporary workWork at officeMonday to Friday
- ...Financial AdvisorOpportunityJoin a 25-year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets, and delivering... ...that was founded in Wichita and has seen explosive national... ...through referrals, networking, centers of influence, and cross-...Private practiceLocal area
- ...Building 100 N Main St Wichita, KS 67202, USA One... ...products offered by INTRUST Financial Services through third... ...clients to Financial Advisor I's and II's when... ...Discuss investment product solutions (e.g., mutual funds,... ...with Banking Center staff to solicit and encourage...Full timeContract workBank staffWork at officeLocal area
- ...impact not only through financial guidance, but through... ...21st Street Suite 150 Wichita, KS 67206 Follow... ..., RICP®, Financial Advisor & District Director:... ...Northwestern Mutual Kansas and West Missouri.... ...personalized insurance solutions and financial planning...Full timeInternshipWork at officeVisa sponsorshipFlexible hours
- ...clients to ensure bank products and services are meeting financial needs Recommend and provide accounts, loans, and... ...skills Capable of working with a team to determine solutions Ability to travel to Wichita, KS during first week of employment for required week-...Full timeCurrently hiringWork at officeLocal areaFlexible hours
$22 - $24 per hour
...relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The... ...lasting relationships. Identify customer needs and offer solutions through the bank's products and services. Develop and...Temporary workWork at officeLocal areaFlexible hoursShift work- ...Cypress Surgery Ctr Cypress Surgery Center 9300 East 29th Street North Ste 100 Wichita, KS 67226, USA Cypress Surgery... ...front desk receptionist, registration, billers and customer service representatives... ...head less than 10% of the day. Candidate must be able to read, write and...Shift work
- ...join Wesley Medical Center which is part of... ...emotional, physical and financial wellbeing Family... ...CPR Preferred Registration, Licensure or Certification... ...network in Wichita, with Wesley ER, Wesley West ER, Wesley Woodlawn... ...applications. Qualified candidates will be contacted...Temporary workReliefFlexible hours
- ...Wisepath Recruiting in Wichita, KS is seeking an experienced Financial Advisor to transition their practice into an independent owner model. You’ll inherit a strong local brand, advanced financial modeling tools, and direct mentorship to scale your book. This direct-hire...Work at officeLocal area
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