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Financial Solutions Advisor - South Austin & North San Antonio Area
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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
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