Financial Solutions Advisor

Bank of America

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

Posted 10/27/2026full-timeHouston • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsClient Needs AssessmentConsultative ApproachClient ReviewsPresentation Skills

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesBankingInvestment SolutionsClient-Care ApproachSAFE Act Registration

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
Learn foundational advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial pictures and guide them with advice and solutions
Deliver Bank of America’s core banking, investment solutions, and client-care approach in a financial center
Use a defined 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 core 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

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 client 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 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, background check, and registration process
High School Diploma / GED / Secondary School or equivalent
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)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
World-class training and on-boarding programs
One-on-one coaching from Academy managers
Dedicated and personalized classes and study time for SIE, Series 7 and Series 66 exams
Opportunities to learn, grow, and advance within Bank of America and Merrill
Dedicated programs, tools, and resources throughout the career journey
Phone-based work capacity until a financial center location is determined
40 hours per week