Bank of America
Financial Solutions Advisor - Las Vegas Area
$70K–$80K
Las Vegas +2 · Full-time · Posted Aug 6, 2026
- Location
- Las Vegas
Henderson
North Las Vegas - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment. Desired: at least three years in financial services and/or a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommends banking and investment strategies, and connects clients with appropriate internal partners to help meet their financial goals.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment solutions aligned with client goals.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Identifies prospective clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with only Series 63 or 65 may receive an offer conditional on passing the missing exam within 60 days.
- At least one year of experience in the investments industry, including investment training and in-depth product and service knowledge.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Additional professional designations such as CFP or CRPC, insurance licenses, or at least three years’ relevant financial-service and/or sales experience.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative