Financial Solutions Advisor

Bank of America

. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time .

Posted 9/23/2026full-timeLas Vegas • Nevada • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proficient in collaborating with banking and investment partners to enhance client experiences and achieve financial goals.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services KnowledgeClient Needs AssessmentSolution RecommendationClient ReviewsPortfolio Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SIESeries 7Series 66SAFE Act Registration

Industry Keywords

Financial GoalsConsultative ApproachBanking SolutionsInvestment SolutionsClient Presentations

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
Build financial services knowledge through a defined consultative approach
Systematically identify client needs and appropriate solutions
Acquire, build, and manage client relationships
Consider clients’ complex financial pictures and provide advice and solutions
Deliver comprehensive advice and client reviews/presentations
Recommend strategies to help clients achieve financial goals and life priorities
Collaborate with core banking and investment partners
Connect clients with Bank of America and Merrill banking and investment solutions
Interact with banking customers, small business owners, and higher-net-worth clients
Grow and deepen relationships within a portfolio of clients
Train at one financial center and potentially begin in a phone-based capacity until a financial center is determined

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Aptitude in obtaining required industry licenses
Must obtain SIE within 30 days of being hired
Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration requirements
Must register with the federal registry system and remain in good standing
Must submit to the required SAFE Act background check and registration process
Self-discipline in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing client interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Bachelor’s degree and/or minimum one year of financial services industry or sales experience (desired)
Spanish speaking (desired)
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week
Ability to work within a reasonable commuting distance of home

Benefits

Comp & perks

World-class training and onboarding programs
Dedicated and personalized classes for SIE, Series 7, and Series 66 exams
Dedicated study time
Training and one-on-one coaching from Academy managers
Paid time off
Industry-leading benefits
Resources and support for employees
Base salary compensation
Benefits eligibility