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 10/5/2026full-timeLittle Rock • 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 delivering tailored financial solutions. Proficient in collaborating with banking partners and adapting to new technologies to enhance client experiences.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisNeeds AssessmentSolution RecommendationClient Review DeliveryPresentation Skills

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

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

Industry Keywords

Financial ServicesClient NeedsBanking SolutionsInvestment SolutionsSAFE 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 foundational advisor skills through training and coaching
Cultivate, build, and manage client relationships
Identify client needs and recommend appropriate financial solutions
Consider clients’ complex financial pictures and provide comprehensive advice
Deliver 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
Build a network with banking customers, small business owners, and higher-net-worth clients
Work in a financial center and potentially begin in a phone-based capacity until a permanent financial center is determined
Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I

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
Subject to SAFE Act registration, background check, and ongoing good standing
High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree and/or minimum one year of financial services industry or sales experience desired
Spanish speaking desired
Monday–Friday schedule with rotating Saturdays
First shift, 40 hours per week
Reasonable commuting distance of home may be required for the assigned financial center

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and on-boarding programs
Dedicated and personalized classes for SIE, Series 7, and Series 66 exams
Training and one-on-one coaching from Academy managers
Defined study time for required securities licenses
Dedicated programs, tools, and resources throughout the career journey
Opportunities to learn, grow, and advance within Bank of America and Merrill