Financial Solutions Advisor I — Licensing & Career Growth

Bank of America; Las Vegas (NV); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured client approach

Licensing support

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in Las Vegas, NV. The role starts with obtaining SIE, Series 7 and 66 licenses and progresses to advising clients with core banking and investment solutions.

You will learn to acquire, build and manage client relationships, guiding complex financial pictures and delivering tailored solutions to help clients achieve their financial goals.

Qualifications

• Licenses required for industry roles (SIE, Series 7/66 or equivalents)
• Self-discipline in managing time and capacity
• Experience cultivating client relationships and identifying needs
• Proven ability to build peer relationships through effective communication

Responsibilities

• Provide end‑to‑end client advisory and reviews with confidence.
• Collaborate with core banking and investment partners to meet client needs.
• Develop and deliver financial plans and recommendations for clients.
• Build and manage relationships with a portfolio of clients across channels.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Oral Communications

Trading

Risk Management

Executive Presence

Education

High School Diploma / GED

FINRA SIE

Bachelor’s degree (preferred)

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in Las Vegas, NV. The role starts with obtaining SIE, Series 7 and 66 licenses and progresses to advising clients with core banking and investment solutions.

You will learn to acquire, build and manage client relationships, guiding complex financial pictures and delivering tailored solutions to help clients achieve their financial goals.