Financial Solutions Advisor - Registration Candidate - San Antonio Area

Bank of America • San Antonio, TX

2d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses, followed by instruction in foundational advisory skills. Advisors learn to acquire, build, and manage client relationships, understand clients’ financial circumstances, and provide advice and solutions tailored to their goals. After reaching key milestones, advisors work in a financial center delivering Bank of America’s banking and investment solutions and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, developing relationships within a client portfolio and potentially advancing to other roles at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the development journey.

The position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations 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 termination.

The role is based in the San Antonio area and is open across the market. The specific financial center will be determined by business needs. New hires train at one financial center and may initially work in a phone-based capacity until a financial center 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

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school, or equivalent.
• Obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Meet SAFE Act registration requirements, including the required background check and registration process.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.
• Spanish-speaking ability.

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the required timeframes.
• Acquire, build, and manage client relationships, identify client needs, and recommend appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Deliver Bank of America’s core banking and investment solutions and client care in a financial center.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Manage time and capacity, execute multiple tasks, and adapt to new technologies and applications.
• Complete SAFE Act registration and maintain good standing.

Benefits

• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Structured lessons and dedicated study time for required securities exams.
• Career development programs, tools, and resources through the Academy.

What This Job Offers

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