Financial Solutions Advisor

Bank of America

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

Posted 10/26/2026full-timeLos Angeles • California • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

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. Proven ability to collaborate effectively with banking and investment partners while maintaining compliance with regulatory requirements.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementConsultative Approach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment SolutionsClient Needs AssessmentFinancial Goal StrategiesClient Reviews and Presentations

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetTime Management

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial CenterBanking SolutionsInvestment PartnersClient NetworkHigher-Net-Worth Clients

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 advisor skills, including acquiring, building and managing client relationships
Consider clients’ complex financial situations and provide advice and solutions
Work in a financial center to deliver banking, investment solutions and client care
Use a consultative approach to identify client needs and recommend appropriate solutions
Build a client network including 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 priorities
Collaborate with banking and investment partners
Connect clients with Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II and potential advancement 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 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 and background check
Must maintain SAFE Act registration in good standing
High School Diploma / GED / Secondary School or equivalent
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Structured lessons and dedicated study time for SIE, Series 7 and Series 66 licenses
Paid time for licensing study
Paid time off
Industry-leading benefits
Resources and support for employees
Base salary; not incentive eligible