Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Dayton (NV); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Training & Licensing Support

Benefits Eligible

Paid Time Off

Job summary

United States Digital Space LLC in Carson City, NV is seeking a Financial Solutions Advisor Stage I who will begin by obtaining required securities licenses (SIE, Series 7, Series 66) and learning foundational advisory skills. You will move toward handling a portfolio of clients with comprehensive financial solutions.

As you progress, you’ll access Academy programs and on-the-job training to grow your practice, while adhering to SAFE Act requirements and regulatory standards.

Qualifications

• Aptitude in obtaining required industry licenses and building client relationships.
• Strong communication and collaboration skills in a fast-paced environment.

Responsibilities

• Support clients by delivering securities licenses and financial guidance.
• Build and manage client relationships with a consultative approach.
• Work with banking and investment partners to meet client needs.

Skills

Client relationships

Time management

Sales mindset

Effective communication

Adaptability

Education

High School Diploma / GED

Tools

SIE prep

Job description

United States Digital Space LLC in Carson City, NV is seeking a Financial Solutions Advisor Stage I who will begin by obtaining required securities licenses (SIE, Series 7, Series 66) and learning foundational advisory skills. You will move toward handling a portfolio of clients with comprehensive financial solutions.

As you progress, you’ll access Academy programs and on-the-job training to grow your practice, while adhering to SAFE Act requirements and regulatory standards.