Financial Solutions Advisor - Registration

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
  .

• 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

• Monday–Friday and rotating Saturdays

• 1st shift (United States of America)

• 40

• High School Diploma / GED / Secondary School or equivalent