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 10/6/2026full-timeFort Worth • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial advising, and compliance with industry regulations. Proficient in obtaining necessary licenses and delivering tailored financial solutions to meet client needs.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 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 AdvisingInvestment SolutionsConsultative ApproachClient Needs AssessmentFinancial Goal Strategies

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

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

Industry Keywords

Financial ServicesBankingInvestmentClient CareSAFE 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 banking, investment, and advisory skills through training and coaching
Cultivate, acquire, build, and manage client relationships
Assess clients’ complex financial situations and provide advice and solutions
Work in a financial center to deliver banking, investment solutions, and client care
Grow 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 financial solutions
Progress to 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
Must obtain the 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, background check, and registration requirements
High School Diploma / GED / Secondary School or equivalent
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week
Currently holds FINRA Securities Industry Essentials (SIE) preferred
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience preferred
Spanish speaking preferred

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Dedicated and personalized classes and study time for SIE, Series 7 and Series 66 exams
Defined career development programs, tools, and resources
Opportunities to advance within Bank of America and Merrill
Potential phone-based work capacity until a financial center location is determined within reasonable commuting distance