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 expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and delivering tailored investment solutions. Proficient in collaborating with banking and investment partners to achieve client financial goals.

Highest-signal resume keywords

Securities Industry Essentials (SIE) LicenseSeries 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 SolutionsInvestment StrategiesClient Needs AssessmentConsultative ApproachClient ReviewsPresentation SkillsTime ManagementAdaptability to TechnologySales ExperienceFinancial Services Knowledge

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetRelationship Building

Certifications & Qualifications

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

Industry Keywords

Financial CenterBanking SolutionsInvestment SolutionsClient CareSAFE Act RegistrationBackground CheckHigh Net Worth ClientsSmall Business OwnersFinancial GoalsSpanish Speaking

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
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
Use a defined consultative approach to identify client needs and appropriate solutions
Build a network with 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 life priorities
Collaborate with banking and investment partners
Connect clients with Bank of America and Merrill solutions
Potentially progress to Financial Solutions Advisor Stage II and grow a portfolio of clients

Requirements

What you’ll need

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 and 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
Spanish speaking desired
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience 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 SIE, Series 7 and Series 66 licenses
Dedicated programs, tools, and resources throughout the career journey