Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America. Guiding clients in achieving financial goals while obtaining Securities Industry licenses and playing a key role in client care.

Posted 5/13/2026full-timeHouston • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Obtain Securities Industry licenses and participate in dedicated classes for the SIE, Series 7 and Series 66 Exams
Build and manage client relationships, guiding them to achieve their financial goals
Work in a financial center delivering banking, investment solutions, and client care
Collaborate with banking and investment partners to meet clients' financial needs

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

Health insurance
401(k)
Paid time off
Training programs
Career development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Securities Industry licensesSIE ExamSeries 7 ExamSeries 66 Exam

Soft Skills

client relationship managementself-disciplineeffective communicationcollaborationresults-driven mindsettime managementadaptability