Financial Solutions Advisor

Bank of America

. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured training and dedicated study time .

Posted 10/6/2026full-timeAlbuquerque • New Mexico • United StatesMid-LevelSeniorWebsite

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 obtaining necessary industry licenses and providing tailored financial solutions. Capable of thriving in a fast-paced environment while effectively collaborating with banking and investment partners.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services Industry KnowledgeConsultative ApproachClient Needs AssessmentSolution RecommendationTime ManagementTask ExecutionTechnology Adaptation

Soft Skills

Effective CommunicationCollaborationResults-Driven MindsetSelf-Discipline

Certifications & Qualifications

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

Industry Keywords

Client Network BuildingBanking SolutionsInvestment SolutionsSAFE Act RegistrationFinancial Goals

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured training 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 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
Interact with banking customers, small business owners, and higher-net-worth clients
Build a client network and eventually grow a business
Train at one financial center and potentially begin in a phone-based capacity until a suitable financial center location is determined
Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed advisor

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Aptitude in obtaining required industry licenses
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
Must be self-disciplined in managing time and capacity
Experience in 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
Subject to SAFE Act registration, background check, and registration requirements
Monday–Friday schedule with rotating Saturdays
Ability to work 40 hours per week
Bachelor’s degree and/or a minimum of 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
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