Financial Solutions Advisor - Austin Area

Bank of America

Austin, Texas, USA
Series 7 & 66 licenses
Financial planning and advice
Client relationship management
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Financial planning and advice
  • Client relationship management
  • Sales environment experience
  • Brokerage product recommendations

Nice-to-have

  • Bi-lingual Spanish speaking
  • Strong computer multitasking skills
  • Additional professional designations
  • Insurance licenses obtained

Key Requirements

  • Series 7 & 66 licenses
  • 1+ year investments industry experience
  • 1+ year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter