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Financial Solutions Advisor
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time .
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 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 ManagementFinancial Advisory Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial SolutionsClient Needs AssessmentInvestment SolutionsConsultative ApproachTime Management
Soft Skills
Effective CommunicationCollaborationResults-Driven MindsetAdaptabilitySelf-Discipline
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration
Industry Keywords
Financial ServicesClient CareBanking SolutionsInvestment StrategiesSales Experience
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 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 Bank of America’s banking, investment solutions, and client-care approach
- Use a defined 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 core banking and investment partners
- Connect clients to Bank of America and Merrill solutions
- Potentially begin in a phone-based capacity until a financial center location within reasonable commuting distance is determined
- Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed Stage I advisor
Requirements
What you’ll need- High School Diploma / GED / Secondary School or equivalent
- Aptitude in obtaining required industry licenses
- Must obtain the SIE within 30 days of being hired and Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
- 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
- SAFE Act registration, background check, and registration process required
- Monday–Friday schedule and rotating Saturdays
- Ability to work 40 hours per week
- Spanish speaking is a desired qualification
- FINRA Securities Industry Essentials (SIE) is a desired qualification
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience is desired
Benefits
Comp & perks- Affordable, competitive and flexible benefits supporting 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
- Dedicated programs, tools, and resources throughout the career journey
- Opportunities to learn, grow, build a career, and advance within Bank of America and Merrill