Financial Solutions Advisor - Austin Area

Bank of America

Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration, including passing a federal background check, to remain in good standing.
  • Bank of America offers an inclusive workplace culture focused on responsible growth, talent development, and community impact.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

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
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses held
  • Strong computer multitasking skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter