Financial Solutions Advisor

Bank of America

Financial advisor trainee earning securities licenses and advising clients at Bank of America. Building relationships and connecting customers with banking and Merrill investment solutions.

Posted 8/25/2026full-timeEnglewood • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proven ability to thrive in a fast-paced environment while prioritizing client interests and collaborating effectively with banking and investment partners.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsInvestment SolutionsConsultative ApproachClient ReviewsFinancial Goal Strategies

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesClient CareBanking SolutionsInvestment PartnersSales Experience

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
Learn foundational financial advisor skills
Acquire, build, and manage client relationships
Consider clients’ complex financial pictures and provide advice and solutions
Work in a financial center to deliver core banking, investment solutions, and client care
Progress from Financial Solutions Advisor Stage I to Stage II after demonstrating success
Use a defined consultative approach to identify client needs and appropriate solutions
Build a network with banking customers, small business owners, and higher net worth clients
Provide end-to-end comprehensive advice
Deliver client reviews and presentations
Recommend strategies to help clients achieve financial goals and life priorities
Collaborate with core banking and investment partners
Connect clients with Bank of America and Merrill solutions
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined based on business needs

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Must obtain SIE within 30 days of being hired
Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
SAFE Act registration, background check, and registration process required
Monday through Friday schedule with rotating Saturdays required
Currently holds FINRA Securities Industry Essentials (SIE) — desired qualification
Bachelor’s degree and/or minimum one year of financial services industry or sales experience — desired qualification
Ability to work in the applicable market and commute within a reasonable distance of home

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Structured lessons and dedicated study time for SIE, Series 7, and Series 66 licenses
Paid time off
Industry-leading benefits
Resources and support for employees
Base salary compensation (not incentive eligible)