Financial Solutions Advisor

Bank of America

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

Posted 10/9/2026full-timeRaleigh • North Carolina • 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 meet client needs and achieve financial goals.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementConsultative Approach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryClient Needs AssessmentInvestment SolutionsFinancial Goal StrategiesClient Presentations

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

BankingInvestment SolutionsClient-Care ApproachFinancial CenterSAFE Act Registration

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and structured lessons
Develop foundational advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial pictures and provide advice and solutions
Work in a financial center to deliver Bank of America’s banking, investment solutions, and client-care approach
Use a defined consultative approach to identify client needs and appropriate solutions
Build networks 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
Progress toward Financial Solutions Advisor Stage II and future roles within Bank of America and Merrill

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, accessing 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 of being hired; Series 63 and 65 accepted in lieu of Series 66
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Subject to SAFE Act registration requirements, including registration, background check, and maintaining good standing
Monday–Friday schedule with rotating Saturdays
Ability to work 40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
World-class training and on-boarding programs
Training and one-on-one coaching from Academy managers
Dedicated programs, tools, and resources throughout the career journey
Dedicated study time for required licensing exams