Financial Solutions Advisor

Bank of America

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

Posted 9/16/2026full-timeHayward • California • United StatesJunior💰 $29 - $34 per hourWebsite

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 financial solutions. Proven ability to thrive in a fast-paced environment while prioritizing client interests and collaborating effectively with partners.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementConsultative Approach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment SolutionsClient Needs AssessmentFinancial Goal StrategiesClient Reviews and Presentations

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

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

Industry Keywords

Financial CenterBanking SolutionsClient CarePeer RelationshipsSAFE Act Registration

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 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 to Bank of America and Merrill solutions
Progress from Financial Solutions Advisor Stage I to Stage II after demonstrating success as a licensed advisor
Potentially begin in a phone-based capacity until a financial center location 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 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 hire
Must obtain Series 7 and Series 66 within 120 days of hire; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration requirements and required background check and registration process
High school diploma, GED, secondary school, or equivalent
Monday–Friday schedule with rotating Saturdays
Ability to work 40 hours per week

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Structured lessons and dedicated study time for SIE, Series 7 and Series 66 licenses
Paid time for license study
Benefits eligibility
Paid time off
Resources and support for employees
Base salary compensation
Phone-based work capacity until a financial center location is determined, where applicable