Financial Solutions Advisor - South San Antonio Area
Bank of America Merrill Lynch
South San Antonio, Texas, United States
Not specified; not specified; not specified
In-office with some flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The Financial Solutions Advisor position at Bank of America Merrill Lynch in South San Antonio requires a candidate to provide tailored financial advice to clients, helping them achieve their financial goals. The role emphasizes building client relationships and requires specific licenses, along with experience in the financial services and investments industry
Job Summary
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations if applicable.
The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans.
Matching Summary
Match Score: 85
The Financial Solutions Advisor position at Bank of America Merrill Lynch in South San Antonio requires a candidate to provide tailored financial advice to clients, helping them achieve their financial goals. The role emphasizes building client relationships and requires specific licenses, along with experience in the financial services and investments industry.