Financial Solutions Advisor – Central LA Market

Bank of America

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

Posted 10/26/2026full-timeLos Angeles • California • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

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 securities licenses and delivering tailored investment solutions. Proven ability to thrive in a fast-paced environment while prioritizing client interests and collaborating effectively with banking and investment partners.

Highest-signal resume keywords

Securities Industry LicensesClient Relationship ManagementFinancial Advisory ServicesConsultative ApproachEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SIE ExamSeries 7 ExamSeries 66 ExamFinancial SolutionsClient ReviewsInvestment SolutionsNeeds AssessmentStrategy RecommendationTime ManagementTask Execution

Soft Skills

Self-DisciplineResults-Driven MindsetCollaborationAdaptabilityPeer Relationship Building

Certifications & Qualifications

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

Industry Keywords

Financial ServicesBankingInvestmentClient CareSAFE Act Registration

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 banking, investment solutions and client care
Grow business knowledge using a defined consultative approach to identify client needs and solutions
Build a client network among banking customers, small business owners and higher-net-worth clients
Provide comprehensive advice and conduct client reviews and presentations
Recommend strategies to help clients achieve financial goals and priorities
Collaborate with banking and investment partners
Connect clients with Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II and future roles 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 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 of hire; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration, background check, and registration requirements; must remain in good standing
Bachelor’s degree and/or minimum one year of financial services industry or sales experience (desired qualification)
Currently holds FINRA Securities Industry Essentials (SIE) (desired qualification)

Benefits

Comp & perks

World-class training and on-boarding programs
Training and one-on-one coaching from Academy managers
Dedicated study time for SIE, Series 7 and Series 66 licenses
Paid time off
Industry-leading benefits
Resources and support to employees
Base salary compensation (not incentive eligible)