Financial Solutions Advisor - Registration - Las Vegas Area

Overview

Financial Solutions Advisor Stage I (FSA I) is a client‑centric role focused on developing and executing comprehensive financial solutions. The position is in‑office with an option to transition to a phone‑based capacity after initial training.

• Obtain and maintain required Securities Industry licenses (SIE, Series 7, Series 66) within the stipulated time frames.
• Acquire, build, and manage client relationships across diverse client segments, including banking customers, small businesses, and high net worth individuals.
• Assess complex financial pictures, provide tailored advice, and recommend solutions that align with clients’ goals and priorities.
• Conduct client reviews and presentations, delivering recommendations with confidence.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill products and services.
• Register and comply with SAFE Act requirements, maintaining good standing in the federal registry.
• Follow prescribed sales processes, document client interactions, and meet performance metrics.

• Aptitude in obtaining required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending financial solutions.
• Strong peer collaboration and communication skills.
• Results‑driven mindset with prioritization in a fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree or one year of financial services or sales experience.
• Spanish speaking proficiency.

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

• High School Diploma / GED / Secondary School or equivalent

• Monday - Friday with rotating Saturdays

1st shift (United States of America)

40

• Hourly range: $28.85 – $33.65 (dependent on experience, education, and skill set)
• Compensation is a base salary; no incentive pay

• Industry‑leading benefits package
• Paid time off, health, dental, and vision coverage
• Resources and support for professional growth and community impact