FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Solutions Advisor
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proficient in collaborating with banking and investment partners to meet client needs and achieve financial goals.
Highest-signal resume keywords
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Services
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 SolutionsInvestment SolutionsClient Needs AssessmentConsultative ApproachTime Management
Soft Skills
Effective CommunicationCollaborationResults-Driven MindsetSelf-DisciplineAdaptability
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration
Industry Keywords
Financial ServicesClient CareBankingInvestmentSales Experience
About the role
Key responsibilities & impact- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated 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 core 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 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 and future roles within Bank of America and Merrill
Requirements
What you’ll need- High School Diploma / GED / Secondary School or equivalent
- Aptitude in obtaining required industry licenses
- 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
- Must register for and maintain SAFE Act registration and complete the required background check
- 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
- Monday–Friday schedule and rotating Saturdays
- Ability to work 40 hours per week
- 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- World-class training and onboarding programs
- Dedicated and personalized classes for SIE, Series 7 and Series 66 exams
- Dedicated study time for required licenses
- Training and one-on-one coaching from Academy managers
- Opportunities to learn, grow, and advance within Bank of America and Merrill
- Dedicated programs, tools, and resources throughout the career journey
- Physical, emotional, and financial wellness support
- Recognition and rewards for performance
- Inclusive workplace
- Flexible attendance arrangements based on role-specific considerations