Financial Solutions Advisor

Bank of America

. Obtain Securities Industry licenses through dedicated classes and study time .

Posted 10/6/2026full-timeOdessa • Texas • United StatesMid-LevelSeniorWebsite

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. Proficient in collaborating with banking and investment partners to meet client needs and achieve financial goals.

Highest-signal resume keywords

Securities Industry LicensesClient Relationship ManagementFinancial Advisory SkillsConsultative ApproachSpanish Speaking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SIESeries 7Series 66Series 63Series 65Financial Solutions AdvisorClient ReviewsInvestment SolutionsFinancial Goal StrategiesTime Management

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

Financial ServicesBankingClient CareInvestment StrategiesNetworkingPeer RelationshipsComplex Financial SituationsClient Needs AssessmentFast-Paced EnvironmentSmall Business Owners

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes and study time
Learn foundational financial advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial situations and provide advice and solutions
Work in a financial center to deliver 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 with Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Self-discipline 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 the 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
SAFE Act registration, background check, and registration process required
High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)
Spanish speaking (desired)

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
World-class training and onboarding programs
Dedicated and personalized Securities Industry license classes
Structured lessons and dedicated study time for SIE, Series 7, and Series 66 licenses
Training and one-on-one coaching from Academy managers
Dedicated programs, tools, and resources throughout the career journey
Opportunities to learn, grow, and advance within Bank of America and Merrill