Financial Solutions Advisor

Bank of America

. Obtain securities industry licenses through dedicated classes and study time .

Posted 9/29/2026full-timeHouston • Texas • 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 investment solutions and achieving client financial goals. Proficient in obtaining necessary securities licenses and adapting to new technologies in a fast-paced financial environment.

Highest-signal resume keywords

Client Relationship ManagementFinancial Advisory ServicesSecurities Industry LicensesConsultative ApproachBilingual in Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseFinancial SolutionsInvestment SolutionsClient ReviewsFinancial Goal StrategiesTime Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)SAFE Act Registration

Industry Keywords

Financial ServicesBankingClient CareInvestment StrategiesBusiness KnowledgePeer RelationshipsSmall Business OwnersHigher-Net-Worth Clients

About the role

Key responsibilities & impact

Obtain securities industry licenses through dedicated classes and study time
Develop foundational advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial pictures and provide advice and solutions
Work in a financial center delivering banking, investment solutions, and client care
Build business knowledge using 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 and other advancement 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 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 SIE within 30 days of hire
Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
SAFE Act registration, background check, and ongoing good standing required
Bachelor’s degree and/or minimum one year of financial services industry or sales experience (desired)
Currently holds FINRA Securities Industry Essentials (SIE) (desired)
Spanish speaking (desired)

Benefits

Comp & perks

World-class training and on-boarding programs
Training and one-on-one coaching from Academy managers
Structured lessons and dedicated study time for SIE, Series 7 and Series 66 licenses
Dedicated programs, tools, and resources throughout the career journey
Dedicated and personalized classes for securities industry exams
Opportunities to learn, grow, and advance within Bank of America and Merrill
Physical, emotional, and financial wellness support
Inclusive workplace
Recognition and rewards for performance
40 hours per week
Monday–Friday schedule with rotating Saturdays