Financial Solutions Advisor, Consumer Investments

Bank of America

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

Posted 10/6/2026full-timeWichita • Kansas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client relationship management and consultative skills, with a focus on delivering tailored financial solutions. Proficient in obtaining necessary securities licenses and adapting to new technologies in a fast-paced environment.

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 AnalysisInvestment SolutionsClient Needs AssessmentSolution RecommendationTime Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesClient CareBanking SolutionsInvestment StrategiesSales Experience

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 securities licenses through structured lessons and dedicated study time
Build foundational advisor skills through training and coaching
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
Use a consultative approach to identify client needs and recommend 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
Progress toward Financial Solutions Advisor Stage II and future career opportunities

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 being hired
Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
SAFE Act registration, background check, and good standing required
Currently holds FINRA Securities Industry Essentials (SIE) — desired
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience — desired
Spanish speaking — desired
Monday–Friday schedule and rotating Saturdays
Ability to work first shift, 40 hours per week

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and onboarding programs
Dedicated and personalized Securities Industry licensing classes
Training and one-on-one coaching from Academy managers
Dedicated study time for SIE, Series 7, and Series 66 licenses
Defined career development programs, tools, and resources
Opportunities to advance in roles within Bank of America and Merrill