Financial Solutions Advisor - Las Vegas Area

Bank of America Merrill Lynch

Las Vegas, NV, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
One year investments industry experience
Client financial goal planning
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • The position requires adherence to SAFE Act registration requirements including background checks for mortgage originations.

Matching Summary

This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Bi-lingual Spanish speaking ability
  • Certified Financial Planner designation
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter