Financial Solutions Advisor

Bank of America

. Obtain securities industry licenses through dedicated classes and study time .

Posted 10/22/2026full-timeSan Antonio • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and consultative skills, with a focus on delivering tailored financial solutions. Proficient in obtaining necessary securities licenses and adapting to new technologies within the financial services industry.

Highest-signal resume keywords

Client Relationship ManagementSecurities Industry LicensesFinancial Advisory SkillsConsultative ApproachSpanish Speaking

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SIESeries 7Series 66Series 63Series 65Financial SolutionsClient AssessmentsInvestment StrategiesFinancial Services ExperienceTime Management

Soft Skills

Effective CommunicationCollaborationResults-Driven MindsetSelf-DisciplineAdaptability

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials

Industry Keywords

Banking SolutionsInvestment SolutionsClient ReviewsFinancial GoalsConsultative SalesPeer RelationshipsComplex Financial NeedsClient PresentationsNetworkingFinancial Services Industry

About the role

Key responsibilities & impact

Obtain securities industry licenses through dedicated classes and study time
Learn foundational financial advisor skills
Acquire, build, and manage client relationships
Assess clients’ complex financial pictures and provide advice and solutions
Deliver Bank of America banking and investment solutions and client care
Grow business knowledge using a defined consultative approach
Identify client needs and recommend appropriate solutions
Build a 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
Train at one financial center and potentially work in a phone-based capacity until a permanent financial center is determined within a reasonable commuting distance

Requirements

What you’ll need

High school diploma, GED, secondary school, or equivalent
Aptitude in obtaining required industry licenses
Must obtain the 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
Must be self-disciplined in managing time and capacity
Experience 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
SAFE Act registration, background check, and ongoing good standing required
Bachelor’s degree and/or minimum one year of financial services industry or sales experience desired
FINRA Securities Industry Essentials (SIE) currently held is desired
Spanish speaking is desired
Availability for Monday–Friday work and rotating Saturdays
Ability to work 40 hours per week
Ability to work first shift

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and onboarding programs
Dedicated and personalized classes for securities licensing exams
Training and one-on-one coaching from Academy managers
Structured lessons and dedicated study time
Defined career development programs, tools, and resources
Opportunities to advance within Bank of America and Merrill