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 9/21/2026full-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, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proven ability to thrive in a fast-paced environment while maintaining a results-driven approach.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services Industry KnowledgeConsultative ApproachClient Needs AssessmentSolution RecommendationTime Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Client Network BuildingFinancial GoalsBanking SolutionsInvestment SolutionsSales Experience

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 business knowledge using a defined consultative approach to identify client needs and appropriate solutions
Cultivate, build, and manage client relationships
Provide comprehensive advice and deliver client reviews and 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
Build a client network and eventually grow a business
Work in a financial center and potentially in a phone-based capacity until a permanent financial center is determined
Progress from Financial Solutions Advisor Stage I to Stage II after demonstrating success

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
SAFE Act registration, background check, and registration process required
Must maintain SAFE Act registration in good standing
Must be self-disciplined 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 a minimum of one year of financial services industry or sales experience (desired)
Spanish speaking (desired)

Benefits

Comp & perks

World-class training and on-boarding 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
Benefits eligibility
Resources and support for employees
Base salary compensation
Monday–Friday schedule with rotating Saturdays