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Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses through structured lessons and dedicated study time .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and providing tailored financial solutions. Proficient in collaborating with banking and investment partners to enhance client offerings and achieve financial goals.
Highest-signal resume keywords
Securities Industry LicensesClient Relationship ManagementFinancial Advisory ServicesConsultative ApproachSpanish Speaking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SIESeries 7Series 66Series 63Series 65Financial Solutions AdvisorFinancial ReviewsClient PresentationsFinancial StrategiesTime Management
Soft Skills
Effective CommunicationCollaborationResults-Driven MindsetSelf-DisciplineAdaptability
Certifications & Qualifications
FINRA Securities Industry Essentials (SIE)
Industry Keywords
Financial ServicesClient Needs AssessmentBanking SolutionsInvestment SolutionsSmall Business OwnersHigher-Net-Worth ClientsSAFE Act Registration
About the role
Key responsibilities & impact- Obtain Securities Industry licenses through structured lessons and dedicated study time
- Build foundational advisor skills, including acquiring, building, and managing client relationships
- Use a defined consultative approach to identify client needs and recommend appropriate solutions
- Build business knowledge and grow a client network
- Provide comprehensive financial advice and conduct 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 banking and investment solutions
- Work with banking customers, small business owners, and higher-net-worth clients
- Train at one financial center and potentially begin in a phone-based capacity until a suitable financial center is determined
- Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed Financial Solutions Advisor Stage I
Requirements
What you’ll need- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
- Aptitude in obtaining required industry licenses
- 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 requirements, including required background check and registration process
- 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 client interests in a complex, fast-paced environment
- Ability to execute multiple tasks simultaneously
- Ability to learn and adapt to new technology or applications
- Bachelor’s degree and/or minimum of one year of financial services industry or sales experience (desired)
- Currently holds FINRA Securities Industry Essentials (SIE) (desired)
- Spanish speaking (desired)
- Availability Monday through Friday and rotating Saturdays
- Ability to work 40 hours per week
Benefits
Comp & perks- World-class training and onboarding programs
- Dedicated and personalized classes for SIE, Series 7, and Series 66 exams
- Dedicated study time
- One-on-one coaching from Academy managers
- Academy programs, tools, and resources throughout the career journey
- Opportunities for career advancement within Bank of America and Merrill
- Physical, emotional, and financial wellness support
- Inclusive workplace
- Performance recognition and rewards
- Flexible work arrangements based on role-specific considerations