Financial Solutions Advisor - South Austin & North San Antonio Area

Bank of America

South Austin, Texas, United States
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning

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

  • Currently holds Series 7 & 66 licenses
  • At least one year experience in investments industry
  • SAFE Act registration and background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter