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Financial Solutions Advisor
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
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)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Services Industry KnowledgeConsultative ApproachNeeds AssessmentSolution RecommendationTime ManagementTask ExecutionTechnology Adaptation
Soft Skills
Self-DisciplineEffective CommunicationCollaborationResults-Driven Mindset
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
Banking SolutionsInvestment SolutionsClient ReviewsFinancial GoalsSAFE 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 business knowledge using 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 banking and investment solutions
- Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined
- Progress from Financial Solutions Advisor Stage I to 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 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 client 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 being hired
- Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
- Subject to SAFE Act registration requirements, background check, and registration process
- Bachelor’s degree and/or minimum of one year of financial services industry or sales experience (desired)
- Currently holds FINRA Securities Industry Essentials (SIE) (desired)
- Spanish speaking (desired)
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 SIE, Series 7 and Series 66 exams
- Training and one-on-one coaching from Academy managers
- Dedicated study time for required licenses
- Academy programs, tools, and resources throughout the career journey
- Opportunities to learn, grow, and advance within Bank of America and Merrill