Financial Solutions Advisor – Consumer Investments

Bank of America

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

Posted 10/5/2026full-timeSpringdale • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial advising skills, client relationship management, and the ability to assess complex financial situations. Proficient in delivering tailored banking and investment solutions while maintaining compliance with industry regulations.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisingClient Needs AssessmentInvestment Solutions DeliveryConsultative ApproachTime Management

Soft Skills

Effective CommunicationCollaborationResults-Driven MindsetSelf-DisciplineAdaptability

Certifications & Qualifications

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

Industry Keywords

Financial ServicesBanking SolutionsClient ReviewsInvestment StrategiesSAFE Act Compliance

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
Develop foundational financial advising skills
Acquire, build, and manage client relationships
Assess clients’ complex financial situations and provide advice and solutions
Deliver Bank of America banking and investment solutions and client care
Grow business knowledge using a 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 financial solutions
Progress toward Financial Solutions Advisor Stage II and potential future roles

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 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 ongoing good standing requirements
Bachelor's degree and/or minimum of one year of financial services industry or sales experience (desired)
Currently holds FINRA Securities Industry Essentials (SIE) (desired)
Spanish speaking (desired)
Availability Monday through Friday and rotating Saturdays
Ability to work 40 hours per week
Reasonable commuting distance to a financial center, as applicable

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 SIE, Series 7 and Series 66 licenses
Opportunities for career advancement within Bank of America and Merrill
Dedicated programs, tools, and resources throughout the career journey