Financial Solutions Advisor

Bank of America

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

Posted 9/23/2026full-timeLas Vegas • Nevada • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and consultative sales strategies, with a strong focus on achieving financial goals through tailored solutions. Proficient in obtaining necessary industry licenses and adapting to new technologies in a fast-paced financial services environment.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative ApproachFinancial Goal StrategiesClient ReviewsPresentation SkillsTime ManagementMultitaskingTechnology Adaptation

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven Mindset

Tools & Technologies

Bank of America SolutionsMerrill Investment Solutions

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 License63 License65 License

Industry Keywords

Financial ServicesClient Needs AssessmentSAFE Act RegistrationBackground CheckHigh School DiplomaGEDSpanish Speaking

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
Build knowledge through a defined consultative approach to identify client needs and appropriate solutions
Cultivate, build, and manage client relationships
Provide comprehensive advice and conduct 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 banking and investment solutions
Interact with banking customers, small business owners, and higher-net-worth clients
Work initially at a financial center and potentially in a phone-based capacity until a permanent financial center is determined
Progress through Financial Solutions Advisor development stages and potentially advance into roles within Bank of America and Merrill

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 the SIE within 30 days of being hired and Series 7 and Series 66 within 120 days; licenses are required for the role
63 and 65 licenses accepted in lieu of Series 66
High School Diploma / GED / Secondary School or equivalent
Subject to SAFE Act registration requirements, background check, and registration process
Monday–Friday schedule with rotating Saturdays
Ability to work 40 hours per week
Spanish speaking is a desired qualification
FINRA Securities Industry Essentials (SIE) is a desired qualification
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience is desired

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support for employees
World-class training and onboarding programs
Dedicated and personalized licensing classes
One-on-one coaching from Academy managers
Dedicated study time for SIE, Series 7 and Series 66 licenses
Opportunities to learn, grow, and advance within Bank of America and Merrill