Financial Solutions Advisor – Registration Candidate

Bank of America

Financial Solutions Advisor at Bank of America guiding clients through financial solutions and investment options. Assisting with building and managing relationships to enhance their financial lives.

Posted 6/9/2026full-timeTulsa • Oklahoma • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
Acquire, build and manage client relationships.
Provide advice and solutions to help clients manage their financial needs.
Work in a financial center to deliver banking and investment solutions.
Collaborate with core 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

affordable, competitive and flexible benefits

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 managementeffective communicationcollaborationself-disciplineresults-driven mindsettime managementadaptability

Certifications

SIESeries 7Series 66