Financial Solutions Advisor - South San Antonio Area

Bank of America

South San Antonio, Texas, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The 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.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact in the community.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 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 licenses (or 63/65 with condition)
  • Minimum one year experience in investments industry
  • Minimum one year experience in financial service or sales environment
  • SAFE Act registration and background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter