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Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses through dedicated classes and study time .
Core Competencies
Role fitCore 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 financial services environment.
Highest-signal resume keywords
Client Relationship ManagementSecurities Industry LicensesFinancial Solutions AdvisoryEffective CommunicationResults-Driven Mindset
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 Services ExperienceClient Needs AssessmentSolution RecommendationTime ManagementTask Execution
Soft Skills
Self-DisciplineCollaborationAdaptabilityPeer Relationship Building
Tools & Technologies
Banking SolutionsInvestment Solutions
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65
Industry Keywords
Financial CenterConsultative ApproachClient ReviewsSAFE Act RegistrationHigh School DiplomaBachelor's DegreeSpanish Speaking
About the role
Key responsibilities & impact- Obtain Securities Industry licenses through dedicated classes and study time
- Learn foundational advisor skills, including acquiring, building, and managing client relationships
- Assess clients' complex financial pictures and provide advice and solutions
- Deliver Bank of America banking, investment solutions, and client care in a financial center
- Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions
- Build a professional 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
- Train at one financial center and potentially begin in a phone-based capacity until a suitable financial center is determined
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 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 process
- Minimum High School Diploma / GED / Secondary School or equivalent
- Bachelor's degree and/or minimum one year of financial services industry or sales experience
- Currently holds FINRA Securities Industry Essentials (SIE) is desired
- Spanish speaking is desired
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- World-class training and onboarding programs
- Dedicated and personalized classes for SIE, Series 7 and Series 66 exams
- Training and one-on-one coaching from Academy managers
- Dedicated study time
- Opportunities to learn, grow, and advance within Bank of America and Merrill