Financial Solutions Advisor Registration Candidate - Kansas Market
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 QualificationsAptitude 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:SIE (Securities Industry Essentials)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentSchedule: Monday – Fridays and rotating Saturdays***Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***Shift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: Andover; Wichita; Wichita; WichitaType: Full time
- ...common purpose to help make financial lives better through the... ...Description:As a Financial Solutions Advisor Stage I (FSA I), your journey... ...position is subject to SAFE Act registration requirements. Pursuant to... ...is open for the entire market and the specific Financial...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ..., Michigan; Leawood, Kansas; Scottsdale, Arizona;... ...Deliver customized solutions and the full... ...accepted, in lieu of 66) registrations required with 5+ years... ...employment and hire qualified candidates without regard to...SuggestedWork at officeShift workDay shift
$100k - $250k
...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting... ...support, and localized marketing assistance. Position... ...income, and estate-planning solutions. Foster and expand regional... ...66 (or Series 6 and 63/65) registrations. ~ Active State Life &...SuggestedWork at officeLocal area$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Advisor Opportunity Join a 25-year-old Registered Investment... .... Stay current on market trends, planning strategies,... ...variety of factors, including the candidate's geographic location, prior... ...Companies 2022-2023 Kansas City Business Journal's Best...Temporary workInternshipPrivate practiceLocal areaFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office- ...their goals. The Wealth Advisor is responsible for... ...selling. Requirements and Candidate Profile A successful candidate... ...planning techniques, financial planning, asset... ...client Apply product and market knowledge by effectively presenting solutions to meet customer objectives...Shift work
$26.27 - $28.21 per hour
...Job Description: The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department. The Financial Aid Advisor... ...with the aid of artificial intelligence to evaluate candidates against job requirements. The artificial...Full timeWork at officeRemote workFlexible hoursAfternoon shift$50k - $100k
...About Strategic People Advisors Strategic People Advisors is a boutique... ...elite clients in the financial services sector. On behalf of... ...workshops, and educational marketing events. Requirements FINRA Series... ...more information about our candidate process, visit us at #J-188...Local area$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work$20.55 - $25.05 per hour
...'s about helping people find financial safety and success, helping businesses... ...and provide them with solutions to address those needs.... ...goals. #LI-RT1 The candidate selected for this position may... ...6424 E 13th Street, Wichita, Kansas 67206 Time Type: Part timeHourly payPart timeMonday to FridayShift work- ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining...TraineeshipWork at officeLocal areaShift workDay shift
- ...4Apply: JobKoch Ag & Energy Solutions (KAES) is seeking a contribution... ...understand what is driving financial and operational performance... ...production, cost, reliability, and market drivers into insights that... ...provided considering each candidate's knowledge, skills, abilities...Flexible hours
- ...50Apply: JobKoch Engineered Solutions is hiring a Senior Analyst, Finance... ...determined by available market data. The actual amount may... ...range provided considering each candidate's knowledge, skills,... ...build and maintain physical, financial, and emotional strength - focusing...Flexible hours
- ...Position Title: Wealth Advisor The Wealth Advisor role presents... ...passionate about financial planning and client development... ...financial planning. Successful candidates will thrive in a collaborative... ...administrative tasks Utilize marketing resources to generate leads...
- ...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.... ...Responsibilities: ~ None. Qualifications The ideal candidate for the position will have the following...Full timeTemporary workWork at officeMonday to Friday
- ...the career opportunities as a Financial Counselor you want with your... ...include scheduling, registration, insurance verification, hospital... ...management as well as targeted solutions, such as Medicaid... ...applications. Highly qualified candidates will be contacted for interviews...Temporary workWork at officeMonday to FridayFlexible hours
- ...analyze and submit proposed solutions for various daily/monthly/quarterly... ...visualization. The ideal candidate will have working knowledge... ...verification, criminal record checks, financial or sanctions screening, and... ..., qualifications, and market benchmarks. Where required by...Currently hiringWork at officeLocal area
$20.54 - $27.78 per hour
...Herzing University in Wichita, Kansas, is seeking a Financial Aid Advisor for a customer service position assisting diverse students. In this role, you will guide students through the financial aid process and counsel them on funding options. Compensation ranges from...Hourly payRemote work$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities... ...CRM & Client Relationship Tools Marketing & Business Development Resources Compensation... ...Business Development Successful candidates are typically: Goal‑Oriented Coachable...Immediate startRemote work- ...experience while providing personal loan solutions. This position focuses on building a... ...and closing of the branch. Actively market all branch products and services to individuals... ...and Experience of the selected candidate. This position is eligible for Quarterly...Work at office
$24.5 - $30 per hour
...Relationship Banker to drive sales and operational excellence in Wichita, Kansas. The role involves complex transaction handling, customer... ...management, and training of front-line associates. The ideal candidate will have at least 5 years of banking experience and a strong...Hourly pay- ...deep conversations with clients to gain in-depth knowledge of their financial priorities and connecting them to solutions that meet their financial goals. This position is open for the entire market and the specific Financial Center location will be based on business...Shift workWeekend workDay shift
- ...The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...conversations to understand their financial goals and align on solutions that meet their needs. In this role... ...meeting all such requirements. All candidates must complete the DeGarmo Retail Behavioral...Temporary workWork at office
- ...customers through one of the most important financial decisions of their lives. You'll work... ...impact in their community. The candidate for this position will be responsible for... ...to establish business relationships Marketing Fidelity Bank's loan products (in addition...Local area
- ...At Dynamo Capital, we are more than a financial institution, we are partners in realizing real... ...investment opportunities. Based in Wichita, Kansas, we are a dedicated fix‑and‑flip lender providing tailored financing solutions to support profitable real estate ventures...
- ...great opportunity to gain experience in the financial services field and be a part of a... ...service for over 75 years by delivering solutions, earning trust, and building relationships... ...our team and culture. HCU locations in Kansas include Wichita, Hutchinson, Newton, Haven...Full timeImmediate startMonday to ThursdayAfternoon shift
- RCB Bank in Wichita, Kansas is looking for a dedicated Customer Service Representative. The ideal candidate will provide exceptional service to customers while accurately processing transactions. Responsibilities include verifying documents, assisting with inquiries, and...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...your practice and obtain support for registrations and certifications such as the Series 6... ...full-time Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours
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