Financial Solutions Advisor

Bank of America

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

Posted 10/24/2026full-timeCupertino • California • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

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. Proven ability to collaborate effectively with banking and investment partners while prioritizing client interests in a dynamic environment.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsInvestment StrategiesClient Needs AssessmentConsultative SellingTime Management

Soft Skills

Effective CommunicationCollaborationResults-Driven MindsetSelf-DisciplineAdaptability

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesClient ReviewsBanking SolutionsInvestment SolutionsPeer Relationships

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated 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 after reaching key development milestones
Deliver Bank of America’s core banking, investment solutions, and client-care approach
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 reasonable commuting distance
Progress to 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 obtain SIE within 30 days of hire
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
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
High school diploma, GED, secondary school, or equivalent required
Monday–Friday schedule with rotating Saturdays
Ability to work first shift
Ability to work 40 hours per week
Currently holds FINRA Securities Industry Essentials (SIE) preferred
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience preferred

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Dedicated classes and study time for SIE, Series 7 and Series 66 exams
Paid time for required licensing study
Paid time off
Industry-leading benefits
Resources and support for employees
Base salary compensation
40 hours per week