Launch your advisor career through structured securities training, licensing, and client-facing experience at Bank of America in Henderson, NV.

Complete the securities licensing path, supported by dedicated, personalized classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams.
Develop core advisory skills, including acquiring, building, and managing client relationships.
Learn how to consider a client’s complex financial picture and guide clients with advice and solutions while humanizing financial interactions.
After achieving key milestones, transition into a financial center role to help deliver core banking and investment solutions with a client-care focus.
Progress toward Financial Solutions Advisor Stage II by continuing to practice advisory skills and deepening relationships within a client portfolio.
Use a consultative approach to systematically identify client needs and match them with appropriate solutions.
Build relationships across a range of clients, including banking customers, small business owners, and higher net worth clients.
Provide end-to-end comprehensive advice, including delivering client reviews/presentations with confidence.
Recommend strategies aligned to clients’ financial goals and life priorities.
Collaborate with core banking and investment partners and connect clients to Bank of America and Merrill solutions to meet virtually all financial needs.
Work within a training and onboarding structure that includes world-class training and on-boarding programs.
Receive training and one-on-one coaching from Academy managers.

Aptitude in obtaining required industry licenses.
Self-disciplined approach to managing time and capacity.
Experience cultivating client relationships, accessing needs, and recommending solutions.
Ability to create strong peer relationships through effective communication and collaboration.
Results-driven mindset that prioritizes clients’ interest in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Willingness and ability to learn and adapt to new technology or applications.
Subject to SAFE Act registration requirements, including a SAFE Act background check/registration to maintain employment.
Pursuant to SAFE Act requirements, employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Required to register and submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Earn Security Industry Essentials (SIE) within 30 days of being hired.
Obtain Series 7 & 66 within 120 days. Series 7 and Series 66; 63 & 65 accepted in lieu of 66.

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.

Financial Solutions Advisor - Registration Candidate

Job Description