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Financial Solutions Advisor - Registration Candidate - Las Vegas Area

Bank of America · Henderson, NV · 1 wk ago
ConsultingFull-time

About the role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses through dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will be taught foundational skills to become an advisor, including acquiring, building, and managing client relationships, and guiding clients with advice and solutions tailored to their complex financial needs.

You will work in a financial center, delivering Bank of America’s core banking and investment solutions while humanizing financial interactions. After reaching key milestones, you will progress to Financial Solutions Advisor Stage II, where you will deepen client relationships within a portfolio. Successful advisors may advance into various roles within Bank of America and Merrill.

The Academy provides ongoing support with dedicated programs, tools, and resources throughout your career. This position requires SAFE Act registration, including a background check and federal registry system registration. Failure to maintain SAFE Act registration may result in termination.

Responsibilities

  • Complete structured training and obtain Securities Industry Essentials (SIE) within 30 days of hire, and Series 7 and Series 66 (or 63 & 65) within 120 days.
  • Use a consultative approach to systematically identify client needs and recommend appropriate solutions.
  • Build and manage client relationships, including banking customers, small business owners, and higher net worth clients.
  • Provide end-to-end comprehensive financial advice, deliver client reviews, and recommend strategies to help clients achieve their financial goals.
  • Collaborate with core banking and investment partners to connect clients with solutions from Bank of America and Merrill.
  • Leverage relationships with one out of two U.S. households to grow your business.
  • Execute multiple tasks simultaneously in a fast-paced environment while prioritizing client interests.
  • Adapt to new technology and applications to enhance client service and business operations.

Requirements

  • Aptitude for obtaining required industry licenses (SIE, Series 7, Series 66).
  • Self-discipline in managing time and workload capacity.
  • Experience cultivating client relationships, assessing needs, and recommending solutions.
  • Ability to build strong peer relationships through effective communication and collaboration.
  • Results-driven mindset with a focus on client interests in a complex environment.
  • High School Diploma, GED, or equivalent (minimum education requirement).

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 ability.

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

Schedule

Monday – Friday with rotating Saturdays. Full-time role (40 hours per week, 1st shift). Training will occur at a financial center, followed by a potential phone-based role until a permanent financial center location is assigned within a reasonable commuting distance.

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