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Bank of America

Financial Solutions Advisor, Registration Candidate

Bank of America

Financial Solutions Advisor providing core banking and investment solutions at Bank of America. Start with obtaining your Securities Industry licenses and build client relationships.

Posted 7/22/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and effective communication skills while obtaining necessary Securities Industry licenses. Adapts to new technologies and executes tasks efficiently in a fast-paced environment.

Highest-signal resume keywords
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Self-DisciplineResults-Driven MindsetCollaborationTime ManagementAdaptability
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 License
Industry Keywords
Financial SolutionsInvestment SolutionsClient CareBankingFinancial Advice

About the role

Key responsibilities & impact
  • As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
  • Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • Help to deliver Bank of America’s core banking, investment solutions and approach to client care.
  • Build and manage client relationships and guide them with advice and solutions to help them live their best financial lives.
  • Progress into the next role, Financial Solutions Advisor Stage II, to continue practicing the skills you’ve learned.

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) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities