Financial Solutions Advisor

Bank of America

. Obtain Securities Industry Essentials, Series 7, and Series 66 licenses through structured training and dedicated study time .

Posted 10/22/2026full-timeSan Antonio • 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 obtaining necessary industry licenses and delivering tailored financial solutions. Proficient in collaborating with banking and investment partners to meet client needs and achieve financial goals.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsClient Needs AssessmentInvestment SolutionsConsultative ApproachClient ReviewsPresentation SkillsTime ManagementMultitaskingAdaptability to Technology

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven Mindset

Certifications & Qualifications

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

Industry Keywords

Financial ServicesBankingClient-Care ApproachHigher-Net-Worth ClientsSmall Business OwnersSAFE Act Registration

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials, Series 7, and Series 66 licenses through structured training and dedicated study time
Build foundational advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial pictures and guide them with advice and solutions
Help deliver Bank of America’s banking, investment solutions, and client-care approach in a financial center
Grow business knowledge through a defined consultative approach to identify client needs and appropriate solutions
Interact 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 banking and investment partners
Connect clients with Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II and potential 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 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 and 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
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience (desired)
Spanish speaking (desired)
Currently holds FINRA Securities Industry Essentials (SIE) (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and onboarding programs
One-on-one coaching from Academy managers
Dedicated classes, study time, tools, and resources for SIE, Series 7, and Series 66 licensing
Opportunities for career advancement within Bank of America and Merrill