Financial Solutions Advisor – Mid-Land Market

Bank of America

. Work with high-net-worth clients in a Merrill branch with annual revenues of $100k-$5mm .

Posted 10/19/2026full-timeWest Des Moines • Iowa • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building relationships with high-net-worth clients while providing tailored investment recommendations and solutions. Proficient in leveraging technology and resources to optimize client experiences and achieve business growth.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Investment ManagementRelationship-Building SkillsSeries 7 and 66 LicensesClient Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Advisory StrategiesFinancial Resource ObjectivesRisk ManagementGoal SettingMultitasking

Soft Skills

Effective CommunicationCollaboration SkillsSelf-StarterAdaptabilityTime Management

Tools & Technologies

Core Banking SolutionsInvestment SolutionsLife Priority™ Solutions

Certifications & Qualifications

Bachelor's DegreeCFPCRPCInsurance Licenses

Industry Keywords

High-Net-Worth ClientsLead GenerationFinancial TargetsOngoing TrainingMarket Developments

About the role

Key responsibilities & impact

Work with high-net-worth clients in a Merrill branch with annual revenues of $100k-$5mm
Identify client needs and develop relationships
Review investment goals and prepare aligned investment recommendations
Leverage technology to achieve business growth goals
Profile clients to determine investor profiles and financial resource objectives
Build a sustainable book of business
Provide opportunities for advisors to pursue a career within the bank
Learn to provide tailored and personalized advice through reviews and presentations
Partner with management to assess financial goals and recommend investment advisory strategies
Understand client solutions such as core Banking, Investment, and Life Priority™ solutions
Shadow Financial Advisor teams, share relevant market developments, and discuss new products to promote portfolio growth
Leverage resources and technologies to optimize customer experience and operational accuracy
Participate in ongoing training to meet financial targets and progress to the next advisor phase
Build relationships with internal service providers based on client needs and asset thresholds
Proactively manage risk across business, product, and service transactions
Register for and maintain SAFE Act registration and complete the required background check

Requirements

What you’ll need

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years of experience in the investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Self-starter who efficiently manages time and capacity
Ability to set and accomplish goals
Strong relationship-building skills
Effective collaboration skills
Effective and confident communication skills; comfortable engaging all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and seek appropriate client solutions
Thorough and thoughtful incorporation of relevant regulatory due diligence
Strong computer skills and ability to multitask in a demanding environment
Bachelor's Degree in a business-related field preferred
Proven ability to partner and promote lead generation
Experience balancing investment management, sales activities, and new client development
Additional professional designations such as CFP and/or CRPC
Insurance licenses

Benefits

Comp & perks

In-office culture with role-specific flexibility
On-going training focused on developing a book of business
Opportunities to pursue a career as an advisor within the bank
Access to Merrill investment insights and Bank of America banking convenience