Financial Solutions Advisor - South San Antonio Area
Bank of America
South San Antonio, Texas, United States
Not specified; not specified; not specified
In-office (specific requirements for attendance)
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America is seeking a Financial Solutions Advisor for the South San Antonio area, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have relevant industry experience and necessary licenses, embodying a commitment to the bank's purpose of enhancing financial lives and fostering an inclusive workplace
Job Summary
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor for the South San Antonio area, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have relevant industry experience and necessary licenses, embodying a commitment to the bank's purpose of enhancing financial lives and fostering an inclusive workplace.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Client financial goal planning
Brokerage product recommendations
Nice-to-have
Bi-lingual Spanish speaking ability
Certified Financial Planner designation
Strong computer multitasking skills
Insurance licenses held
Three years sales environment experience
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
At least one year in investments industry
At least one year in financial service/sales environment
SAFE Act registration and background check compliance