Financial Solutions Advisor, Consumer Investments

Bank of America

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

Posted 10/9/2026full-timeRaleigh • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advising, client relationship management, and the ability to obtain necessary industry licenses. Proficient in delivering tailored financial solutions and collaborating with banking and investment partners to meet client needs.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementConsultative Approach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisingClient Needs AssessmentInvestment SolutionsFinancial Goal StrategiesClient Presentations

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

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

Industry Keywords

Banking SolutionsInvestment SolutionsClient-Care ApproachFinancial CenterSAFE Act Registration

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes, structured lessons, and study time
Learn foundational financial advising skills
Acquire, build, and manage client relationships
Assess clients’ complex financial pictures and provide advice and solutions
Deliver Bank of America’s banking, investment solutions, and client-care approach in a financial center
Systematically identify client needs and appropriate solutions using a consultative approach
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 after demonstrating success as a licensed FSA I

Requirements

What you’ll need

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
High School Diploma / GED / Secondary School or equivalent
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
World-class training and on-boarding programs
Dedicated and personalized classes for SIE, Series 7 and Series 66 exams
Training and one-on-one coaching from Academy managers
Dedicated study time
Structured lessons
Academy programs, tools, and resources throughout the career journey
Opportunities to learn, grow, build a career, and advance within Bank of America and Merrill