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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 client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proven ability to collaborate effectively with banking and investment partners to enhance client experiences and achieve financial goals.
Highest-signal resume keywords
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementConsultative Approach
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 AssessmentInvestment SolutionsClient PresentationsTime Management
Soft Skills
Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
BankingInvestment SolutionsClient-Care ApproachFinancial GoalsSAFE 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 delivering Bank of America’s banking, investment solutions, and client-care approach
- Grow and deepen relationships within a client portfolio
- Use a consultative approach to identify client needs and 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 to connect clients with Bank of America and Merrill solutions
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 SIE within 30 days of hiring and 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 federal registry requirements
- High School Diploma / GED / Secondary School or equivalent
- Monday–Friday schedule with rotating Saturdays
- 40 hours per week
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- World-class training and on-boarding programs
- One-on-one coaching from Academy managers
- Dedicated study time and structured lessons for licensing exams
- Dedicated programs, tools, and resources throughout the career journey