Financial Solutions Advisor I - Launch Your Licensed Advisory Career

Bank of America; Las Vegas (NV); On-site; USD 46,000 - 60,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7 and Series 66) and build foundational advisory skills in client relationships and financial planning.

You will then work in a financial center delivering banking and investment solutions, collaborating with partners to meet clients' financial goals while advancing through staged roles and training programs.

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.
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Spanish speaking

Skills

Client experience

Investment management

Portfolio management

Prospecting

Referral management

Executive presence

Oral communications

Risk management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7 and Series 66) and build foundational advisory skills in client relationships and financial planning.

You will then work in a financial center delivering banking and investment solutions, collaborating with partners to meet clients' financial goals while advancing through staged roles and training programs.