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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 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 Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Services
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 AnalysisConsultative SellingNeeds AssessmentSolution RecommendationClient Review Delivery
Soft Skills
Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration
Industry Keywords
Financial ServicesClient NeedsBanking SolutionsInvestment SolutionsSales Experience
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 business knowledge using a defined consultative approach to identify client needs and appropriate solutions
- Cultivate, build, and manage client relationships
- Provide comprehensive end-to-end financial advice
- 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 banking and investment solutions
- Interact with banking customers, small business owners, and higher-net-worth clients
- Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined
- Work Monday through Friday and rotating Saturdays on a 40-hour-per-week schedule
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 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 ongoing good standing required
- High school diploma, GED, secondary school, or equivalent
- Bachelor’s degree and/or minimum one year of financial services industry or sales experience (desired qualification)
- Spanish speaking (desired qualification)
Benefits
Comp & perks- World-class training and onboarding programs
- Dedicated and personalized classes for SIE, Series 7, and Series 66 exams
- Dedicated study time
- Training and one-on-one coaching from Academy managers
- Academy programs, tools, and resources throughout the career journey
- Opportunities to learn, grow, and advance within Bank of America and Merrill
- Physical, emotional, and financial wellness support
- Inclusive workplace
- Flexible work options based on role-specific considerations