Financial Solutions Advisor - Registration Candidate - Las Vegas Area
$60,008–$69,992 year
On-site · Las Vegas, Nevada, United States or Henderson, Nevada, United States
Job Summary
Financial Solutions Advisor Stage I progresses through licensing (SIE, Series 7, Series 66) and develops foundational skills to advise clients using Bank of America and Merrill solutions. The role involves building and managing client relationships, delivering end-to-end financial guidance, coordinating with core banking and investment partners, and working from a financial center with defined training and progression opportunities. Training focuses on leveraging a consultative approach to identify client needs and provide appropriate financial solutions, with milestones toward more advanced advisory responsibilities across the bank and wealth-management ecosystem.
Required Qualifications
- Aptitude in obtaining required industry licenses
- Self-discipline in time and capacity management
- Experience cultivating client relationships
- Ability to succeed in a fast-paced environment
- Effective communication and collaboration skills
- Willingness to complete SIE, Series 7, and Series 66 licenses within specified timelines
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