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Financial Solutions Advisor – Registration Candidate
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates foundational advisory skills in client relationship management, with a focus on identifying client needs and recommending tailored financial solutions. Proficient in obtaining necessary industry licenses and adapting to new technologies within 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
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Advisory SkillsConsultative ApproachClient Needs AssessmentTime ManagementTask Execution
Soft Skills
Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetAdaptability
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration
Industry Keywords
Financial ServicesClient ReviewsBanking SolutionsInvestment SolutionsPeer Relationships
About the role
Key responsibilities & impact- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
- Learn foundational advisory skills, including acquiring, building, and managing client relationships
- Use a defined consultative approach to identify client needs and recommend 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 banking and investment solutions
- Begin working in a financial center after reaching key development milestones
- Potentially work in a phone-based capacity until a permanent financial center is determined within a reasonable commuting distance
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 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 of being hired; Series 63 and 65 accepted in lieu of Series 66
- Subject to SAFE Act registration, background check, and registration requirements
- Must maintain SAFE Act registration in good standing
- 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 physical, emotional, and financial wellness
- World-class training and onboarding programs
- Dedicated and personalized licensing classes
- Training and one-on-one coaching from Academy managers
- Defined study time for required securities licenses
- Dedicated programs, tools, and resources throughout the career journey
- Opportunities for career advancement within Bank of America and Merrill