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Financial Solutions Advisor – Spanish Fluency Preferred
Bank of America. Obtain Securities Industry 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 services, with a strong focus on obtaining necessary industry licenses and delivering tailored investment solutions. Proficient in collaborating with banking and investment partners to enhance client experiences and achieve financial goals.
Highest-signal resume keywords
Securities Industry LicensesClient Relationship ManagementFinancial Advisory ServicesConsultative ApproachSpanish Fluency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SIE ExamSeries 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseFinancial SolutionsClient AssessmentsInvestment StrategiesPortfolio ManagementFinancial Services Experience
Soft Skills
Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management
Certifications & Qualifications
SAFE Act Registration
Industry Keywords
Financial CenterBanking SolutionsInvestment SolutionsClient CareNetworkingClient ReviewsFinancial GoalsFast-Paced EnvironmentSmall Business OwnersHigher-Net-Worth Clients
About the role
Key responsibilities & impact- Obtain Securities Industry licenses through dedicated classes and study time
- Learn foundational advisor skills, including acquiring, building, and managing client relationships
- Assess clients’ complex financial situations and provide advice and solutions
- Work in a financial center delivering core banking, investment solutions, and client care
- Grow and deepen relationships within a portfolio of clients
- Use a 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
Requirements
What you’ll need- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in 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
- SAFE Act registration, background check, and registration process required
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience preferred
- Spanish fluency preferred
- Monday through Friday schedule, with some Saturdays required
- Availability for a 40-hour workweek
Benefits
Comp & perks- Dedicated and personalized classes for SIE, Series 7 and Series 66 Exams
- World-class training and onboarding programs
- Training and one-on-one coaching from Academy managers
- Defined consultative approach and structured lessons
- Dedicated study time
- Opportunity to build a successful career with Bank of America and Merrill
- Opportunities to advance into many roles
- Dedicated programs, tools, and resources throughout the career journey