Financial Solutions Advisor - Registration Candidate

Bank of America; Henderson (NV); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Job summary

Bank of America in Henderson, NV offers an advisor career path with structured securities training, licensing, and client-facing experience. You will progress through licensing milestones and transition toward a Financial Center role delivering core banking and investment solutions.

Gain advisory skills, build relationships with a diverse client portfolio, and receive world-class training plus one-on-one coaching from Academy managers to support your growth in a fast-paced environment.

Qualifications

• Aptitude to obtain required industry licenses (SIE, Series 7, Series 66).
• Self-disciplined time and capacity management.

Responsibilities

• Complete the securities licensing path with SIE, Series 7, and Series 66 exams.
• Develop core advisory skills and cultivate client relationships.
• Provide end-to-end comprehensive advice and client reviews/presentations.
• Collaborate with banking and investment partners to meet client needs.

Skills

Aptitude for licenses

Self-disciplined

Client relationship

Spanish speaking

Education

High School Diploma / GED

Bachelor's degree preferred

Job description

Launch your advisor career through structured securities training, licensing, and client-facing experience at Bank of America in Henderson, NV.

Responsibilities

• Complete the securities licensing path, supported by dedicated, personalized classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams.
• Develop core advisory skills, including acquiring, building, and managing client relationships.
• Learn how to consider a client’s complex financial picture and guide clients with advice and solutions while humanizing financial interactions.
• After achieving key milestones, transition into a financial center role to help deliver core banking and investment solutions with a client-care focus.
• Progress toward Financial Solutions Advisor Stage II by continuing to practice advisory skills and deepening relationships within a client portfolio.
• Use a consultative approach to systematically identify client needs and match them with appropriate solutions.
• Build relationships across a range of clients, including banking customers, small business owners, and higher net worth clients.
• Provide end-to-end comprehensive advice, including delivering client reviews/presentations with confidence.
• Recommend strategies aligned to clients’ financial goals and life priorities.
• Collaborate with core banking and investment partners and connect clients to Bank of America and Merrill solutions to meet virtually all financial needs.
• Work within a training and onboarding structure that includes world-class training and on-boarding programs.
• Receive training and one-on-one coaching from Academy managers.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined approach to managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Ability to create strong peer relationships through effective communication and collaboration.
• Results-driven mindset that prioritizes clients’ interest in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness and ability to learn and adapt to new technology or applications.
• Subject to SAFE Act registration requirements, including a SAFE Act background check/registration to maintain employment.
• Pursuant to SAFE Act requirements, employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
• Required to register and submit to the required SAFE Act background check and registration process.
• Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
• Earn Security Industry Essentials (SIE) within 30 days of being hired.
• Obtain Series 7 & 66 within 120 days. Series 7 and Series 66; 63 & 65 accepted in lieu of 66.

Desired Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Spanish speaking.

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

Work Schedule

• Monday–Friday and rotating Saturdays

Shift

• 1st shift (United States of America)

Hours Per Week

• 40

Education

• High School Diploma / GED / Secondary School or equivalent