Financial Solutions Advisor

Bank of America

. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proficient in collaborating with banking and investment partners to achieve client goals in a fast-paced environment.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsInvestment SolutionsConsultative ApproachClient Needs AssessmentTime ManagementMultitaskingTechnology AdaptationClient ReviewsPresentation SkillsResults-Driven Mindset

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineRelationship BuildingAdaptability

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesBankingClient CareInvestment StrategiesSales ExperienceSpanish Speaking

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
Learn foundational financial-advisor skills
Acquire, build, and manage client relationships
Consider clients’ complex financial pictures and guide them with advice and solutions
Work in a financial center delivering banking, investment solutions, and client care
Use a consultative approach to identify client needs and 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 to Bank of America and Merrill solutions
Potentially progress to Financial Solutions Advisor Stage II and advance into other roles

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
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
Must obtain the SIE within 30 days of hire
Must obtain Series 7 and Series 66 within 120 days of hire; Series 63 and 65 accepted in lieu of Series 66
SAFE Act registration, background check, and registration process required
High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience
Spanish speaking is a desired qualification
Currently holding FINRA Securities Industry Essentials (SIE) is desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
World-class training and onboarding programs
One-on-one coaching from Academy managers
Structured lessons and dedicated study time for required licenses
Dedicated programs, tools, and resources throughout the career journey
Potential advancement opportunities within Bank of America and Merrill