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Financial Solutions Advisor – Registration Candidate
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 obtaining necessary industry licenses such as SIE, Series 7, and Series 66. Capable of delivering tailored financial solutions and collaborating effectively with banking and investment partners.
Highest-signal resume keywords
SIE LicenseSeries 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 AssessmentConsultative ApproachPresentation SkillsTime Management
Soft Skills
Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability
Certifications & Qualifications
SIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Registration
Industry Keywords
Financial ServicesClient ReviewsInvestment SolutionsBanking SolutionsSales Experience
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
- Acquire, build, and manage client relationships
- Consider clients’ complex financial pictures and provide advice and solutions
- Deliver Bank of America’s banking, investment solutions, and client-care approach in a financial center
- 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 banking and investment partners
- Connect clients with Bank of America and Merrill solutions
- Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within reasonable commuting distance
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
- SIE, Series 7 and Series 66 licenses required; Series 63 and 65 accepted in lieu of Series 66
- SIE must be obtained within 30 days of hire; Series 7 and Series 66 within 120 days
- High School Diploma / GED / Secondary School or equivalent
- SAFE Act registration, background check, and registration process required
- Monday–Friday schedule with rotating Saturdays
- Ability to work 40 hours per week
- Spanish speaking desired
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience desired
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- World-class training and onboarding programs
- One-on-one coaching from Academy managers
- Dedicated and personalized classes and study time for SIE, Series 7 and Series 66 licenses
- Dedicated programs, tools, and resources throughout the career journey