Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeAlbuquerque • New Mexico • 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 securities licenses and delivering tailored investment solutions. Proficient in collaborating with banking and investment partners to meet client needs and achieve financial goals.

Highest-signal resume keywords

Securities Industry LicensesClient Relationship ManagementFinancial Advisory ServicesConsultative ApproachSpanish Speaking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SIE ExamSeries 7 ExamSeries 66 ExamClient Needs AssessmentInvestment Solutions

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

Industry Keywords

Financial ServicesClient CareBanking SolutionsInvestment StrategiesSAFE Act Registration

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes for SIE, Series 7, and Series 66 exams
Build foundational 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 core banking, investment solutions, and client care
Use a consultative approach to identify client needs and appropriate solutions
Interact 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
Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I

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 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
High School Diploma / GED / Secondary School or equivalent
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week
Spanish speaking is a desired qualification
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience is desired
Currently holding FINRA Securities Industry Essentials (SIE) is desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Structured lessons and dedicated study time for SIE, Series 7, and Series 66 licenses
Opportunities to learn, grow, and advance within Bank of America and Merrill
Dedicated programs, tools, and resources throughout the career journey