Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory skills, with a strong focus on delivering tailored investment solutions and achieving client financial goals. Proficient in obtaining necessary securities licenses and adapting to new technologies in a fast-paced financial services environment.

Highest-signal resume keywords

Client Relationship ManagementSecurities Industry LicensesFinancial Advisory SkillsConsultative ApproachSpanish Speaking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

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

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

Securities Industry Licenses

Industry Keywords

Financial ServicesBankingClient Care ServicesConsultative ApproachBusiness KnowledgePeer RelationshipsComplex Financial SituationsClient Needs AssessmentBackground CheckSAFE Act Registration

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes and structured study time
Learn foundational financial-advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial situations and provide advice and solutions
Work in a financial center delivering core banking, investment solutions, and client-care services
Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions
Build a professional 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 core banking and investment partners
Connect clients with Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II and potential advancement opportunities

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
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 SIE within 30 days of hire
Must obtain Series 7 and Series 66 within 120 days of hire; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration, background check, and registration requirements; must remain in good standing
Monday–Friday schedule with rotating Saturdays
Spanish speaking is a desired qualification
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience is desired
FINRA Securities Industry Essentials (SIE) 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 classes, programs, tools, resources, and study time for required securities licenses
Opportunities to learn, grow, and advance within Bank of America and Merrill
Dedicated and personalized classes for SIE, Series 7, and Series 66 exams
Phone-based work capacity until a financial center location is determined within a reasonable commuting distance, as permitted by law