Begin obtaining Securities Industry licenses such as SIE, Series 7, and Series 66 exams.
Learn foundational skills to be an advisor, including managing client relationships and guiding them with advice.
Work in a financial center delivering core banking and investment solutions.
Advance in roles within Bank of America and Merrill, while being supported by dedicated programs and resources throughout the career journey.

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 clients' interests in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Currently holds FINRA Securities Industry Essentials (SIE).

Financial Solutions Advisor

Key skills