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Financial Solutions Advisor
Bank of America. Obtain your Securities Industry licenses including SIE, Series 7, Series 66 .
Posted 5/22/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite
About the role
Key responsibilities & impact- Obtain your Securities Industry licenses including SIE, Series 7, Series 66
- Acquire, build and manage client relationships
- Consider client’s complex financial picture and provide guidance
- Deliver Bank of America’s core banking, investment solutions, and client care
- Work in a financial center after achieving key milestones
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- Affordable, competitive and flexible benefits
- Access to paid time off
- Resources and support for physical, emotional, and financial wellness
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptabilitymultitasking
Certifications
SIESeries 7Series 66