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 9/16/2026full-timeSaratoga • California • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and consultative skills, with a focus on delivering tailored financial solutions. Proficient in obtaining necessary industry licenses and adapting to new technologies in a fast-paced environment.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementConsultative Approach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryClient Needs AssessmentFinancial Solutions RecommendationTime ManagementTask Execution

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesBankingInvestmentAdvisoryClient Reviews

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 banking, investment and advisory skills through Academy training
Acquire, build and manage client relationships
Identify client needs and recommend appropriate financial solutions
Use a defined consultative approach with clients
Build a network among banking customers, small business owners and higher-net-worth clients
Provide comprehensive financial advice
Deliver client reviews and presentations
Recommend strategies to help clients achieve financial goals and life priorities
Collaborate with banking and investment partners
Connect clients with Bank of America and Merrill solutions
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined

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
Minimum high school diploma, GED, secondary school or equivalent
Subject to SAFE Act registration, background check and ongoing good standing
Monday–Friday schedule with rotating Saturdays
Ability to work 40 hours per week
Reasonable commuting distance from home to assigned financial center
Bachelor’s degree and/or minimum one year of financial services industry or sales experience is desired

Benefits

Comp & perks

World-class training and onboarding programs
Dedicated and personalized classes for SIE, Series 7 and Series 66 exams
Training and one-on-one coaching from Academy managers
Dedicated study time
Paid time off
Industry-leading benefits
Resources and support for employees
Base salary compensation
Benefits eligibility