Financial Solutions Advisor

Jobtailor; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to obtain Securities Industry licenses (SIE, Series 7, Series 66) and to develop client relationships while delivering core banking and investment solutions. You will collaborate with partners to connect clients to suitable financial solutions and progress to Stage II after demonstrated success.

This role emphasizes fast-paced advisory practice, ongoing learning, and strong collaboration across banking and investment teams.

Qualifications

• 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.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) and complete personalized classes.
• Taught foundational skills to support advisory duties.
• Help deliver Bank of America’s core banking and investment solutions and client care.
• Progress into Financial Solutions Advisor Stage II after demonstrating success in Stage I.
• Collaborate with core banking and investment partners to connect clients to solutions provided through Bank of America and Merrill.

Skills

Securities Industry Licenses

Client Relationship Management

Effective Communication

Time Management

Self-Discipline

Collaboration

Adaptability

Job description

• Obtaining your Securities Industry licenses, receiving dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• Taught foundational skills needed to be an advisor.
• Help deliver Bank of America’s core banking, investment solutions and approach to client care.
• Progress into Financial Solutions Advisor Stage II after demonstrating success in Stage I and continue to practice skills learned by growing and deepening relationships within a portfolio of clients.
• Collaborate with core banking and investment partners to connect clients to solutions provided through Bank of America and Merrill.

Requirements

• 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.

Core Competencies

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

Highest-signal resume keywords

• Securities Industry Licenses
• Client Relationship Management
• Effective Communication
• Results-Driven Mindset
• Time Management

ATS Optimization Keywords

Soft Skills

• Self-Discipline
• Collaboration
• Adaptability

Certifications & Qualifications

• Securities Industry Essentials (SIE)
• Series 7
• Series 66

Industry Keywords

• Banking Solutions
• Investment Solutions
• Client Care
• Portfolio Management