Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing customized financial solutions to clients at Bank of America. Advising on financial goals, building plans, and recommending brokerage products.

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 resume

Applicant 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