Financial Solutions Advisor, Bilingual Spanish

Bank of America

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

Posted 10/13/2026full-timeCharlotte • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and consultative skills, with a focus on delivering tailored financial solutions. Proficient in obtaining necessary industry licenses and adapting to new technologies while maintaining a results-driven approach.

Highest-signal resume keywords

Securities Industry Essentials (SIE) LicenseSeries 7 LicenseSeries 66 LicenseBilingual SpanishClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Advisory SkillsClient Needs AssessmentInvestment SolutionsComprehensive Financial AdviceClient Reviews and Presentations

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetTime Management

Certifications & Qualifications

SIE CertificationSAFE Act Registration

Industry Keywords

Financial ServicesBanking SolutionsConsultative ApproachClient-Care ApproachFinancial Goals

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through dedicated classes, structured lessons and study time
Develop foundational financial advisor skills
Acquire, build and manage client relationships
Assess clients’ complex financial pictures and provide advice and solutions
Work in a financial center delivering Bank of America’s banking, investment solutions and client-care approach
Grow business knowledge through a defined consultative approach
Identify client needs and recommend appropriate solutions
Interact with banking customers, small business owners and higher-net-worth clients
Provide comprehensive end-to-end advice
Deliver client reviews and presentations
Recommend strategies aligned with clients’ 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

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 clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Bilingual Spanish required
Must obtain SIE within 30 days of hire
Must obtain Series 7 and Series 66 within 120 days of hire; Series 63 and 65 accepted in lieu of Series 66
SAFE Act registration, background check and continued good standing required
Monday–Friday schedule with rotating Saturdays
SIE certification and bachelor’s degree and/or at least one year of financial services industry or sales experience are desired qualifications

Benefits

Comp & perks

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