Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeDallas • 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 effective communication and collaboration within a fast-paced financial services environment.

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 AnalysisNeeds AssessmentSolution RecommendationTime ManagementTask Execution

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

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

Industry Keywords

Financial ServicesClient ReviewsBanking SolutionsInvestment PartnersSAFE Act Registration

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
Build and manage client relationships and identify client needs
Provide comprehensive financial advice and recommend strategies aligned with clients’ financial goals
Deliver client reviews and presentations
Acquire, build, and deepen relationships with banking customers, small business owners, and higher-net-worth clients
Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions
Work in a financial center and potentially provide phone-based support until a permanent financial center location is determined
Progress toward Financial Solutions Advisor Stage II and potential advancement within Bank of America and Merrill

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
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
Spanish speaking is a desired qualification
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience is desired
Currently holding FINRA Securities Industry Essentials (SIE) is 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
Structured lessons and dedicated study time for securities licenses
Dedicated programs, tools, and resources throughout the career journey
Potential advancement opportunities within Bank of America and Merrill