Financial Solutions Advisor - Central & South San Antonio Area

Bank of America • San Antonio, TX

5d • Onsite

About The Position

The Financial Solutions Advisor provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, making referrals to business partners based on client 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; employees must register with the federal registry system, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.

The role is open across the market, and the specific Financial Center location will be determined based on business needs. The successful candidate 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 of home is determined, to the extent permitted by applicable law. The position follows a first shift schedule, Monday through Friday with rotating Saturdays, and is 40 hours per week. Bank of America describes an in-office culture supporting collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66. Candidates holding only a 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 working in the financial services industry and/or a sales environment where goals were met or exceeded.
• High school diploma, GED, secondary school, or equivalent.
• Complete required licenses and training and meet SAFE Act registration requirements, including required background check and maintaining registration in good standing.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and feel comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence into daily activities and long-term client strategies thoughtfully and thoroughly.

Nice To Haves

• Bilingual Spanish-speaking ability.
• Strong computer skills and ability to multitask in a demanding environment.
• At least three years of experience working 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 their 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.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially recommended product services.

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