Financial Solutions Advisor

Bank of America

. Obtain Securities Industry licenses through dedicated classes for SIE, Series 7, and Series 66 exams .

Posted 10/6/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory, 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 services environment.

Highest-signal resume keywords

Securities Industry LicensesClient Relationship ManagementFinancial AdvisoryConsultative ApproachSpanish Speaking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SIE ExamSeries 7 ExamSeries 66 ExamClient Needs AssessmentInvestment Solutions

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)SAFE Act Registration

Industry Keywords

Financial ServicesClient CareBanking SolutionsInvestment StrategiesPeer Relationships

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes for SIE, Series 7, and Series 66 exams
Learn 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 to deliver core banking, investment solutions, and client care
Use a defined consultative approach to identify client needs and appropriate solutions
Build relationships 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
Work Monday through Friday and rotating Saturdays, 40 hours per week
Train at one financial center and potentially work in a phone-based capacity until a permanent financial center is determined within reasonable commuting distance

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 hire
Must obtain Series 7 and Series 66 within 120 days of hire; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration, background check, and registration requirements
Must maintain SAFE Act registration in good standing
Currently holds FINRA Securities Industry Essentials (SIE) is desired
Bachelor's degree and/or minimum of one year of financial services industry or sales experience is desired
Spanish speaking is desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Structured lessons and dedicated study time for SIE, Series 7 and Series 66 licenses
Opportunities to learn, grow, and advance within Bank of America and Merrill