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 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 skills, with a strong focus on delivering tailored financial solutions and achieving client goals. Proficient in obtaining necessary industry licenses and adapting to new technologies in a fast-paced environment.
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 SolutionsClient Needs AssessmentInvestment SolutionsConsultative ApproachClient ReviewsPresentation SkillsTime ManagementMultitaskingAdaptabilitySales Experience
Soft Skills
Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetPeer Relationship Building
Certifications & Qualifications
SAFE Act RegistrationSecurities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
Financial ServicesBankingInvestmentClient CareSmall BusinessHigher-Net-Worth ClientsFinancial GoalsClient SolutionsConsultative SellingSpanish Speaking
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 advisor skills, including acquiring, building, and managing client relationships
- Consider clients’ complex financial pictures and guide them with 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 among 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
- Progress toward Financial Solutions Advisor Stage II and other career opportunities after demonstrating success
Requirements
What you’ll need- High School Diploma / GED / Secondary School or equivalent
- 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 hiring and Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
- SAFE Act registration, background check, and good standing required
- Monday–Friday schedule with rotating Saturdays
- Ability to work 40 hours per week
- Spanish speaking desired
- Bachelor's degree and/or minimum of one year of financial services industry or sales experience desired
Benefits
Comp & perks- World-class training and onboarding programs
- Training and one-on-one coaching from Academy managers
- Dedicated and personalized classes for SIE, Series 7, and Series 66 exams
- Structured lessons and dedicated study time for required licenses
- Opportunities to learn, grow, and advance within Bank of America and Merrill
- Dedicated programs, tools, and resources throughout the career journey
- Phone-based work capacity until a financial center location is determined, where permitted by applicable law