Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing advice and solutions to clients for their financial goals. Focused on building relationships and obtaining necessary licensing for role.

Posted 7/4/2026full-timeEugene • Oregon • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams
Build and manage client relationships
Provide comprehensive financial advice and solutions
Collaborate with banking and investment partners
Deliver client reviews and presentations with confidence

Requirements

What you’ll need

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
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
Retirement plans
Paid time off
Professional development

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

SIE ExamSeries 7 ExamSeries 66 ExamFinancial Services ExperienceSales Experience

Soft Skills

Self-DisciplineResults-Driven MindsetCollaborationAdaptability

Certifications

Securities Industry Licenses