Financial Solutions Advisor I - Licensing and Client Guidance

Bank of America; Las Vegas (NV); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing in Securities Industry Essentials and Series exams, then build and manage client relationships. You’ll deliver core banking and investment solutions while guiding clients through their financial journeys.

The role progresses to Stage II with opportunities across Bank of America and Merrill. Training, structured programs, and a focus on client care are emphasized throughout the academy.

Qualifications

• Requires obtaining industry licenses (SIE, Series 7, Series 66) and ongoing licensing.
• Experience in cultivating client relationships and recommending solutions in a fast-paced environment.
• Spanish language skills preferred.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66).
• Build and manage client relationships and understand clients’ financial needs.
• Provide end-to-end investment and banking guidance and solutions.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Spanish speaking

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing in Securities Industry Essentials and Series exams, then build and manage client relationships. You’ll deliver core banking and investment solutions while guiding clients through their financial journeys.

The role progresses to Stage II with opportunities across Bank of America and Merrill. Training, structured programs, and a focus on client care are emphasized throughout the academy.