Financial Solutions Advisor

Bank of America

. Obtain Securities Industry licenses through dedicated classes and structured study time .

Posted 9/22/2026full-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 securities licenses and delivering tailored investment solutions. Proficient in collaborating with banking and investment partners to meet client needs in a fast-paced environment.

Highest-signal resume keywords

Securities Industry LicensesClient Relationship ManagementFinancial AdvisoryConsultative ApproachSpanish Speaking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SIESeries 7Series 66Series 63Series 65Financial SolutionsClient ReviewsInvestment StrategiesTime ManagementTechnology Adaptation

Soft Skills

Effective CommunicationCollaborationResults-Driven MindsetSelf-DisciplineAdaptability

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesBankingClient CareInvestment SolutionsPeer RelationshipsSAFE Act RegistrationClient Needs AssessmentNetworkingSales ExperienceComplex Financial Solutions

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes and structured study time
Learn foundational advisor skills, including acquiring, building, and managing client relationships
Consider clients’ complex financial pictures and provide advice and solutions
Work in a financial center to deliver banking, investment solutions, and client care
Use a defined consultative approach to identify client needs and appropriate solutions
Build networks with banking customers, small business owners, and higher net worth clients
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 solutions
Train at one financial center and potentially work in a phone-based capacity until a permanent financial center is determined
Work Monday through Friday and rotating Saturdays, first shift, 40 hours per week

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, including federal registry registration, background check, and maintaining 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)
Currently holds FINRA Securities Industry Essentials (SIE) (desired)
Spanish speaking (desired)

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
Benefits eligibility
Resources and support for employees
Base salary compensation
Predictable pay
Opportunities for career advancement within Bank of America and Merrill