Financial Solutions Advisor

Bank of America

. Complete structured training to obtain securities industry licenses .

Posted 10/5/2026full-timeFresno • California • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and managing client relationships while providing comprehensive financial advice tailored to individual client needs. Proficient in obtaining necessary securities industry licenses and adapting to new technologies in a fast-paced environment.

Highest-signal resume keywords

Client Relationship ManagementFinancial Solutions AdvisorySecurities Industry LicensesEffective CommunicationResults-Driven Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdviceClient Needs AssessmentConsultative ApproachTime ManagementTask Execution

Soft Skills

Self-DisciplineCollaborationAdaptabilityPeer Relationship Building

Certifications & Qualifications

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

Industry Keywords

Financial ServicesBanking SolutionsInvestment SolutionsSAFE Act RegistrationClient Reviews

About the role

Key responsibilities & impact

Complete structured training to obtain securities industry licenses
Build and manage client relationships using a defined consultative approach
Systematically identify client needs and appropriate financial solutions
Build a network with banking customers, small business owners, and higher-net-worth clients
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
Train at one financial center and potentially work in a phone-based capacity until a permanent financial center location is determined
Progress toward Financial Solutions Advisor Stage II and future roles within Bank of America and Merrill

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 SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration, background check, and ongoing good standing requirements
High School Diploma / GED / Secondary School or equivalent
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week
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

World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Dedicated classes and study time for SIE, Series 7, and Series 66 exams
Paid time off
Industry-leading benefits
Resources and support for employee wellness and career development