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-timeLittle Rock • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and consultative skills to identify and recommend financial solutions. Proficient in obtaining necessary industry licenses and adapting to new technologies while maintaining a results-driven approach in a fast-paced environment.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative ApproachClient Needs AssessmentFinancial Goal StrategiesClient ReviewsPresentation Skills

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

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

Industry Keywords

Financial ServicesClient Network GrowthBanking SolutionsInvestment SolutionsSales Experience

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
Receive training, onboarding, and one-on-one coaching from Academy managers
Develop business knowledge using a consultative approach to identify client needs and appropriate solutions
Build and manage client relationships with banking customers, small business owners, and higher-net-worth clients
Grow a client network and business
Provide comprehensive advice and conduct 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
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within a reasonable commuting distance

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 client 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 hiring and Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
Minimum high school diploma, GED, secondary school, or equivalent
SAFE Act registration, background check, and maintenance of good standing required
Monday–Friday schedule with rotating Saturdays
Ability to work 40 hours per week
Bachelor's degree and/or minimum one year of financial services industry or sales experience is desired
Spanish speaking is 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 programs, tools, resources, and study time
Opportunity to build a successful career and advance within Bank of America and Merrill