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Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses through dedicated classes and structured lessons .
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 securities licenses and delivering tailored investment solutions. Proficient in collaborating with banking and investment partners to meet client needs in a fast-paced financial environment.
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 SolutionsClient ReviewsInvestment StrategiesTime ManagementTechnology Adaptation
Soft Skills
Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability
Certifications & Qualifications
FINRA Securities Industry Essentials (SIE)SAFE Act Registration
Industry Keywords
Financial ServicesBankingInvestment SolutionsClient CareNetworkingSales Experience
About the role
Key responsibilities & impact- Obtain Securities Industry licenses through dedicated classes and structured lessons
- Learn 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 core 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 with Bank of America and Merrill solutions
- Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within a reasonable commuting distance
Requirements
What you’ll need- Minimum 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
- Must register for and maintain SAFE Act registration and complete the required background check
- Self-disciplined in managing time and capacity
- Experience cultivating client relationships, assessing needs, and recommending solutions
- Ability to create 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
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (desired)
- Spanish speaking (desired)
- Currently holds FINRA Securities Industry Essentials (SIE) (desired)
Benefits
Comp & perks- Dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7 and Series 66 exams
- World-class training and onboarding programs
- Training and one-on-one coaching from Academy managers
- Dedicated study time
- Opportunities to learn, grow, and advance within Bank of America and Merrill
- Physical, emotional, and financial wellness support
- Recognition and rewards for performance
- In-office flexibility based on role-specific considerations