Financial Solutions Advisor - Central & South San Antonio Area

Bank of America • San Antonio, TX

3d • Onsite

About The Position

The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads, referring clients to business partners based on their needs and asset thresholds, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The advisor applies and expands their knowledge by completing required licenses and training. This position is subject to SAFE Act registration requirements, including federal registry registration and a background check; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is part of Bank of America’s in-office culture, which supports collaboration, engagement, and career development. It is open across the market, and the specific Financial Center location will be determined by business needs. A new hire will train at one financial center and may initially work in a phone-based capacity until a financial center location within a reasonable commuting distance is determined, to the extent permitted by applicable law. The schedule is Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66. Candidates holding either Series 63 or Series 65 may receive an offer conditional on passing the missing series within 60 days.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals.
• Ability to build and nurture strong relationships.
• Ability to collaborate effectively with others.
• Effective, confident communication skills and comfort engaging with all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Willingness to learn, adapt to new information, and seek appropriate solutions for clients.
• Ability to efficiently manage time and capacity.
• Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term client strategies.
• High School Diploma, GED, secondary school, or equivalent.
• Complete required licenses and training and meet SAFE Act registration and background check requirements.

Nice To Haves

• Bilingual Spanish-speaking ability.
• Strong computer skills and ability to multitask in a demanding environment.
• At least three years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Coach and provide feedback to referral partners based on knowledge of client needs and potential product services recommended.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED