Financial Solutions Advisor

Bank of America

. Obtain Securities Industry licenses through dedicated classes and study time .

Posted 10/5/2026full-timeTulsa • Oklahoma • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management skills, with the ability to assess client needs and recommend tailored financial solutions. Proficient in obtaining necessary securities licenses and adapting to new technologies in a fast-paced financial services environment.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment SolutionsClient Needs AssessmentConsultative ApproachClient ReviewsPresentation SkillsTime ManagementMultitaskingFinancial Goal StrategiesSales Experience

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

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

Industry Keywords

Financial ServicesBankingClient CareInvestment SolutionsSAFE Act RegistrationHigher-Net-Worth ClientsSmall Business OwnersFinancial CenterClient PresentationsPeer Relationships

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes and study time
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
Systematically identify client needs and recommend appropriate solutions using a consultative approach
Build a network with banking customers, small business owners, and higher-net-worth clients
Provide comprehensive advice and conduct 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
Progress toward Financial Solutions Advisor Stage II and other advancement opportunities

Requirements

What you’ll need

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
Subject to SAFE Act registration, background check, and registration requirements
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
Spanish speaking is a desired qualification
Bachelor's degree and/or 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

World-class training and onboarding programs
Dedicated and personalized classes for SIE, Series 7, and Series 66 exams
Dedicated study time
Training and one-on-one coaching from Academy managers
Dedicated programs, tools, and resources throughout the career journey
Physical, emotional, and financial wellness support
Affordable, competitive, and flexible benefits
Career advancement opportunities within Bank of America and Merrill