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 10/5/2026full-timeOklahoma City • Oklahoma • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory, 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 in a fast-paced environment.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services Industry ExperienceConsultative ApproachNeeds AssessmentSolution RecommendationClient ReviewsPresentation SkillsTime ManagementTask ExecutionTechnology Adaptation

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven Mindset

Tools & Technologies

Bank of America SolutionsMerrill Investment Solutions

Certifications & Qualifications

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

Industry Keywords

Financial GoalsClient NeedsHigh Net Worth ClientsSmall Business OwnersPeer 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
Build business knowledge using a defined consultative approach to identify client needs and appropriate solutions
Cultivate, build, and manage client relationships
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 with Bank of America and Merrill banking and investment solutions
Begin working in a financial center after reaching key development milestones, potentially starting in a phone-based capacity
Progress toward Financial Solutions Advisor Stage II and other career opportunities within Bank of America and Merrill

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
SIE must be obtained within 30 days of being hired
Series 7 and Series 66 must be obtained within 120 days; Series 63 and 65 accepted in lieu of Series 66
SAFE Act registration, background check, and registration process required; employees must remain in good standing
High School Diploma / GED / Secondary School or equivalent
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

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Dedicated and personalized classes and study time for required securities 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