Financial Solutions Advisor I — Licensing Path & Client Impact

Bank of America; Henderson (NV); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with obtaining securities licenses (SIE, Series 7, Series 66). You will learn foundational advisory skills, build relationships with clients, and guide them on banking and investment solutions within a structured training path.

As you progress, you’ll work in a financial center, serving a diverse client base, and potentially move into more advanced roles while following SAFE Act requirements and central

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.

Responsibilities

• Build and sustain client relationships through consultative advice.
• Deliver end-to-end financial guidance and client reviews.
• Collaborate with banking and investment partners to address 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

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree and/or 1 year financial services experience

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with obtaining securities licenses (SIE, Series 7, Series 66). You will learn foundational advisory skills, build relationships with clients, and guide them on banking and investment solutions within a structured training path.

As you progress, you’ll work in a financial center, serving a diverse client base, and potentially move into more advanced roles while following SAFE Act requirements and central