Financial Solutions Advisor

Bank of America

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

Posted 9/17/2026full-timeTucson • Arizona • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core 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

Client Relationship ManagementFinancial Advisory ServicesSecurities Industry LicensesConsultative ApproachEffective Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65Financial SolutionsClient ReviewsInvestment SolutionsFinancial Goal StrategiesTime Management

Soft Skills

Self-DisciplineResults-Driven MindsetCollaborationAdaptabilityEffective Communication

Certifications & Qualifications

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

Industry Keywords

Financial ServicesClient-Care ApproachConsultative ApproachBanking SolutionsHigher-Net-Worth Clients

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes and study time
Develop foundational advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial pictures and provide advice and solutions
Deliver Bank of America’s core banking, investment solutions, and client-care approach
Grow business knowledge using a defined 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 end-to-end advice
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 other career opportunities after demonstrating success

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
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
Must obtain the 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 requirements, background check, and registration process
High School Diploma / GED / Secondary School or equivalent
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
Spanish speaking preferred
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week

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
Defined consultative approach and structured lessons
Opportunities to learn, grow, and advance within Bank of America and Merrill
Dedicated programs, tools, and resources throughout the career journey
In-office flexibility based on role-specific considerations