Bank of America
Financial Solutions Advisor - Reno Area
$70K–$80K
Reno · Full-time · Posted Aug 31, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. Desired: at least three years in financial services and/or goal-based sales.
- 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
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with client goals.
- Triage client requests, refer clients to internal providers, and identify potential new clients.
- Manage risk and provide coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 7 and 63 or 65; if the 66 is missing, the passing score for it is required within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Strong computer skills; three or more years of financial-services and/or goal-based sales experience; CFP and/or CRPC designations; or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative