Financial Solutions Advisor

Bank of America

. Obtain Securities Industry licenses through dedicated classes for SIE, Series 7 and Series 66 exams .

Posted 10/5/2026full-timeFresno • California • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory skills, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proven ability to collaborate effectively with banking and investment partners while prioritizing client interests in a fast-paced environment.

Highest-signal resume keywords

Securities Industry LicensesClient Relationship ManagementConsultative ApproachFinancial Advisory SkillsEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SIE ExamSeries 7 ExamSeries 66 ExamClient Needs AssessmentFinancial Goal Strategies

Soft Skills

Self-DisciplineTime ManagementResults-Driven MindsetCollaborationAdaptability

Certifications & Qualifications

SIESeries 7Series 66Series 63Series 65

Industry Keywords

Financial SolutionsClient CareBanking SolutionsInvestment SolutionsSAFE Act Registration

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes for SIE, Series 7 and Series 66 exams
Learn foundational financial-advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial pictures and guide them with advice and solutions
Work in a financial center to deliver banking, investment solutions, and client care
Use a consultative approach to identify client needs and appropriate solutions
Build a professional network with banking customers, small business owners, and higher-net-worth clients
Provide comprehensive advice and deliver client reviews and presentations
Recommend strategies to help clients achieve financial goals and life priorities
Collaborate with banking and investment partners
Connect clients with Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II and future roles within Bank of America and Merrill

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Must obtain SIE within 30 days of being hired
Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration, background check, and registration requirements
Minimum High School Diploma, GED, Secondary School or equivalent
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Dedicated personalized classes and study time for SIE, Series 7 and Series 66 exams
Paid time off
Industry-leading benefits
Resources and support for employees
Base salary compensation
40 hours per week