Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America obtaining licenses and building client financial relationships. Guiding clients to solutions while offering diverse and inclusive workplace support.

Posted 4/15/2026full-timeLeague City • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Obtain Securities Industry licenses including SIE, Series 7, and Series 66
Acquire, build, and manage client relationships
Guide clients with advice and solutions for their financial needs
Deliver core banking and investment solutions
Collaborate with banking and investment partners

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, accessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Benefits

Comp & perks

world-class training and onboarding programs
one-on-one coaching from Academy managers
opportunities to learn and grow
diverse and inclusive workplace
competitive benefits to support physical, emotional, and financial well-being

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SIESeries 7Series 66

Soft Skills

self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability

Certifications

Securities Industry licenses