Financial Solutions Advisor

Bank of America

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

Posted 9/17/2026full-timeTucson • Arizona • United StatesJuniorWebsite

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 delivering tailored banking and investment solutions. Proficient in obtaining necessary securities licenses and navigating complex financial situations to guide clients effectively.

Highest-signal resume keywords

Client Relationship ManagementFinancial Advisory ServicesSecurities Industry LicensesConsultative ApproachEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseFinancial Solutions AdvisoryClient Needs AssessmentInvestment SolutionsTime ManagementTechnology Adaptation

Soft Skills

Self-DisciplineResults-Driven MindsetCollaborationPeer Relationship BuildingAdaptability

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

Financial ServicesBankingClient-Care ApproachHigher-Net-Worth ClientsSmall Business OwnersConsultative SalesClient ReviewsFinancial GoalsInvestment PartnersClient Presentations

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 situations and guide them with advice and solutions
Deliver Bank of America’s banking, investment solutions, and client-care approach
Build business knowledge using a defined consultative approach to identify client needs and appropriate solutions
Interact 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 after demonstrating success as a licensed FSA I

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
SAFE Act registration, background check, and registration process required; must remain in good standing
Self-discipline 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
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Spanish speaking is desired
Currently holds 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 for required licenses
Training and one-on-one coaching from Academy managers
Dedicated programs, tools, and resources throughout the career journey
Opportunities to learn, grow, and advance within Bank of America and Merrill
Physical, emotional, and financial wellness support
Inclusive workplace
Recognition and rewards for performance
Potential phone-based work capacity until a financial center location is determined within reasonable commuting distance