Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeAmarillo • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial advising, and compliance with industry regulations. Proficient in obtaining necessary licenses and delivering tailored financial solutions to meet client needs.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsClient Needs AssessmentInvestment StrategiesConsultative ApproachClient ReviewsPresentation SkillsTime ManagementTechnology AdaptationSales ExperienceBilingual (Spanish)

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationBackground Check

Industry Keywords

Financial ServicesBanking SolutionsInvestment SolutionsClient-Care ApproachPeer Relationships

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
Learn foundational financial advisor skills
Acquire, build, and manage client relationships
Assess clients’ complex financial pictures and provide advice and solutions
Deliver Bank of America’s banking, investment solutions, and client-care approach in a financial center
Grow business knowledge through a defined consultative approach
Identify client needs and recommend appropriate solutions
Build networks 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 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 location 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
SIE, Series 7, and Series 66 licenses required; Series 63 and 65 accepted in lieu of Series 66
Must obtain SIE within 30 days of hire and Series 7 and Series 66 within 120 days
SAFE Act registration, background check, and continued good standing required
High School Diploma / GED / Secondary School or equivalent required
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience desired
Spanish speaking desired
Monday–Friday schedule with rotating Saturdays
40 hours per week
Must work within a reasonable commuting distance of home as applicable

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
Structured lessons and dedicated study time for required licenses
Dedicated programs, tools, and resources throughout the career journey