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Financial Solutions Advisor
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advisory skills, client relationship management, and the ability to recommend tailored financial solutions. Proficient in obtaining necessary industry licenses and adapting to new technologies while maintaining a results-driven approach.
Highest-signal resume keywords
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdvisoryClient Needs AssessmentSolution RecommendationConsultative ApproachClient ReviewsPresentation SkillsTime ManagementMultitaskingTechnology AdaptationSales Experience
Soft Skills
Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetPeer Relationship Building
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
Financial ServicesBanking SolutionsInvestment SolutionsClient-Care ApproachSAFE Act RegistrationBackground CheckHigh School DiplomaGEDSpanish SpeakingBachelor's Degree
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 financial advisory skills
- Acquire, build, and manage client relationships
- Consider 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
- Grow business knowledge using 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 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
- Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within reasonable commuting distance
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 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
- Spanish speaking is a desired qualification
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience is desired
- Currently holding FINRA Securities Industry Essentials (SIE) is 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 licensing exams
- Dedicated programs, tools, and resources throughout the career journey
- Potential career advancement opportunities within Bank of America and Merrill