Financial Solutions Advisor I — Licensing & Client Advisory

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

Job summary

Bank of America in Henderson, NV is seeking a Financial Solutions Advisor Stage I to launch with SIE and Series exams, building client relationships while guiding financial solutions. You will obtain required licenses and train through Academy programs, then work in a financial center delivering core banking and investment solutions.

You will start by building client relationships, learning to identify client needs, and offering suitable strategies to meet their financial goals.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships.
• Ability to communicate effectively and collaborate with peers.
• Spanish speaking is a plus.

Responsibilities

• Provide end-to-end comprehensive advice and client reviews.
• Collaborate with core banking and investment partners.
• Connect clients to Bank of America and Merrill solutions.
• Grow relationships to meet clients' financial goals.

Skills

Licensing aptitude

Time management

Client relationships

Communication

multitasking

Adaptability to technology

Education

Bachelor's degree in finance or related field

FINRA SIE certification

Job description

Bank of America in Henderson, NV is seeking a Financial Solutions Advisor Stage I to launch with SIE and Series exams, building client relationships while guiding financial solutions. You will obtain required licenses and train through Academy programs, then work in a financial center delivering core banking and investment solutions.

You will start by building client relationships, learning to identify client needs, and offering suitable strategies to meet their financial goals.