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Financial Solutions Advisor
Bank of America. Provide comprehensive advice and customized solutions to clients .
Posted 5/19/2026full-timeLas Vegas • Nevada • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals based on client needs
- Review financial and investment goals with clients
- Build financial plans and recommend brokerage products
- Apply and expand knowledge by completing required licenses and trainings
Requirements
What you’ll need- Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
- At least one year experience in the investments industry
- At least one year experience in financial services or sales environment
- Ability to set and accomplish goals
- Strong relationships building and nurturing skills
- Efficient time management skills
- Thorough incorporation of regulatory due diligence into activities.
- Bi-lingual Spanish speaking (Desired)
Benefits
Comp & perks- Access to paid time off
- Resources and support to make a genuine impact
- Industry-leading benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingnurturing skillstime managementgoal settinggoal accomplishment
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license