Financial Solutions Advisor I — Licensing Pathway

Bank of America; Las Vegas (NV); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7 and 66) and progress toward broader advisory roles. The role emphasizes building client relationships, delivering tailored financial solutions, and collaborating with banking and investment partners to meet client goals.

The position requires an in-office culture with role-based flexibility and a path from FSA I to FSA II as you advance through licensing milestones and development

Qualifications

• Licenses required to practice (SIE, Series 7/66) and ongoing development.
• Strong time management and ability to handle multiple tasks.
• Proven ability to build and maintain client relationships.
• Results-driven mindset prioritizing client interests in a fast-paced environment.

Responsibilities

• Provide end-to-end comprehensive financial advice and client reviews.
• Coordinate with banking and investment partners to meet client needs.
• Identify client needs and recommend suitable solutions and strategies.
• Develop and deepen relationships within a portfolio of clients.
• Build and leverage a network to grow the business and client base.

Skills

Client Experience Branding

Investment Management

Portfolio Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7 and 66) and progress toward broader advisory roles. The role emphasizes building client relationships, delivering tailored financial solutions, and collaborating with banking and investment partners to meet client goals.

The position requires an in-office culture with role-based flexibility and a path from FSA I to FSA II as you advance through licensing milestones and development