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Financial Solutions Advisor
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advisory services, client relationship management, and the ability to obtain necessary industry licenses. Proficient in providing tailored financial solutions and collaborating with banking and investment partners to meet client needs.
Highest-signal resume keywords
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisConsultative SellingClient Needs AssessmentFinancial Goal RecommendationPresentation Skills
Soft Skills
Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
Financial ServicesBanking SolutionsInvestment SolutionsClient ReviewsSAFE Act Registration
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
- Provide comprehensive financial 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
- Work in a financial center serving banking customers, small business owners, and higher net worth clients
- Progress from Financial Solutions Advisor Stage I to Stage II after demonstrating success
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 hire
- Must obtain Series 7 and Series 66 within 120 days of hire; Series 63 and 65 accepted in lieu of Series 66
- SAFE Act registration, background check, and continued good standing required
- High school diploma, GED, secondary school, or equivalent required
- Spanish speaking is a desired qualification
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience is desired
- Currently holding FINRA Securities Industry Essentials (SIE) is desired
Benefits
Comp & perks- World-class training and onboarding programs
- Training and one-on-one coaching from Academy managers
- Dedicated and personalized classes and study time for SIE, Series 7 and Series 66 exams
- Opportunities to learn, grow, and advance within Bank of America and Merrill
- Dedicated programs, tools, and resources throughout the career journey
- Ability to build a professional network with banking customers, small business owners, and higher net worth clients