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Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses through dedicated classes and structured lessons .
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. Proven ability to collaborate effectively with banking and investment partners while prioritizing client interests in a dynamic environment.
Highest-signal resume keywords
Client Relationship ManagementFinancial Advisory SkillsSecurities Industry LicensesConsultative ApproachEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SIESeries 7Series 66Series 63Series 65Financial SolutionsClient Needs AssessmentInvestment SolutionsClient PresentationsTime Management
Soft Skills
Self-DisciplineResults-Driven MindsetCollaborationAdaptabilityEffective Communication
Certifications & Qualifications
SIESeries 7Series 66Series 63Series 65
Industry Keywords
Financial ServicesBankingInvestment SolutionsClient CareSAFE Act Registration
About the role
Key responsibilities & impact- Obtain Securities Industry licenses through dedicated classes and structured lessons
- Learn foundational financial advisor skills, including acquiring, building, and managing client relationships
- Consider clients’ complex financial pictures and guide them with advice and solutions
- Work in a financial center delivering Bank of America’s banking, investment solutions, and client-care approach
- Use a 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 after demonstrating success as a licensed Stage I advisor
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
- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
- 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
- Must work Monday–Friday and rotating Saturdays
- SIE, bachelor’s degree, and/or minimum one year of financial services industry or sales experience are desired qualifications
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
- Dedicated study time
- Training and one-on-one coaching from Academy managers
- Defined career development programs, tools, and resources
- Opportunities to advance in roles within Bank of America and Merrill