Financial Solutions Advisor

Bank of America

. Obtain Securities Industry licenses through structured lessons and dedicated study time .

Posted 10/28/2026full-timeGlendale • Arizona • United StatesMid-LevelSeniorWebsite

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 delivering tailored banking and investment solutions. Proficient in obtaining necessary securities licenses and adapting to new technologies to enhance client engagement.

Highest-signal resume keywords

Client Relationship ManagementFinancial Advisory ServicesSecurities Industry LicensesConsultative ApproachEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Solutions AdvisorClient Needs AssessmentInvestment SolutionsClient ReviewsTime ManagementTask ExecutionAdaptability to TechnologyResults-Driven MindsetSIE LicenseSeries 7 License

Soft Skills

Self-DisciplineCollaborationPeer Relationship Building

Certifications & Qualifications

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

Industry Keywords

Financial ServicesBankingInvestmentClient-Care ApproachSAFE Act RegistrationHigh-Net-Worth ClientsSmall Business OwnersConsultative SalesFinancial GoalsClient Presentations

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through structured lessons and dedicated study time
Learn foundational advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial pictures and guide them with advice and solutions
Deliver Bank of America’s banking, investment solutions, and client-care approach in a financial center
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 to Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I

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 of being hired; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration requirements, background check, and registration process
Monday–Friday schedule with rotating Saturdays
Ability to work 40 hours per week
Mandarin or Spanish speaking preferred
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

Benefits

Comp & perks

Dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams
World-class training and on-boarding programs
One-on-one coaching from Academy managers
Dedicated study time
Opportunities to learn, grow, and advance within Bank of America and Merrill
Academy programs, tools, and resources throughout the career journey