Financial Solutions Advisor - Registration Candidate

Based onsite in Las Vegas, NV, this Financial Solutions Advisor role offers a clear pathway into financial services with solid training, licensing support, and opportunities for advancement within Bank of America and Merrill. You will gain Securities Industry licenses through structured instruction, build meaningful client relationships, and contribute to delivering tailored financial solutions while growing your career in a collaborative, client-focused culture.

Benefits

• World-class onboarding and ongoing training designed to support your professional growth.
• One-on-one coaching from Academy managers who are invested in your success.
• A defined, consultative approach to identify client needs and match the right solutions, expanding your banking and investment knowledge.
• Opportunity to earn the Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time; SIE within 30 days of hire and Series 7 and 66 within 120 days (63 or 65 accepted as substitutes).
• Networking within a financial center by engaging with banking customers, small business owners, and higher net worth clients, with long-term growth potential.
• Collaboration with core banking and investment partners to deliver comprehensive financial solutions through Bank of America and Merrill.

Responsibilities

• Pursue securities licenses through personalized instruction for SIE, Series 7, and Series 66 as part of your onboarding journey.
• Develop and manage client relationships, assess complex financial needs, and provide guidance and solutions aligned with each client’s goals.
• Upon reaching key milestones, operate in a financial center delivering Bank of America’s core banking services, investment solutions, and a client-centric approach to service.
• Interact with a diverse client base, including banking customers, small business owners, and higher net worth individuals.
• Leverage existing relationships to support business growth over time.
• Provide end-to-end advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners to deliver integrated solutions.
• Connect clients to the full range of Bank of America and Merrill offerings to meet most of their financial needs.

Requirements

• Aptitude to obtain required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Ability to establish strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on the client’s interests in a complex, fast-paced setting.
• Capability to handle multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Work Schedule

• Shift: 1st shift, United States
• Hours per week: 40
• Schedule: Monday through Friday with rotating Saturdays