Financial Solutions Advisor

Bank of America

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

Posted 10/5/2026full-timeOklahoma City • Oklahoma • 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 and investment partners to meet client needs and achieve financial goals.

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 SolutionsConsultative ApproachClient Needs AssessmentInvestment StrategiesClient PresentationsTime ManagementTechnology AdaptationResults-Driven MindsetMultitasking

Soft Skills

Effective CommunicationCollaborationSelf-Discipline

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7Series 66SAFE Act Registration

Industry Keywords

Financial ServicesClient Care SolutionsBankingInvestmentSales ExperienceHigh Net Worth ClientsPeer RelationshipsSpanish Speaking

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and structured lessons
Learn foundational financial advisor skills
Acquire, build, and manage client relationships
Consider clients’ complex financial pictures and provide advice and solutions
Work in a financial center to deliver banking, investment, and client-care solutions
Use a defined consultative approach to identify client needs and appropriate solutions
Build a network 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 core banking and investment partners
Connect clients with Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II and other career opportunities

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 ongoing 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
Ability to work 40 hours per week
Reasonable commuting distance of a financial center location

Benefits

Comp & perks

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