Financial Solutions Advisor - Registration Candidate - San Antonio Area

Bank of America • San Antonio, TX

19d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with obtaining securities industry licenses through dedicated classes and study time for the SIE, Series 7, and Series 66 exams (Series 63 and 65 are accepted in lieu of Series 66). After licensing, the employee learns foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and recommending advice and solutions. After reaching key milestones, the employee works in a financial center to deliver core banking and investment solutions and Bank of America’s approach to client care. Training and development are provided through the Academy, including coaching, programs, tools, and resources. Successful FSA I employees typically progress to Financial Solutions Advisor Stage II, with potential advancement into other roles at Bank of America and Merrill.

The role is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. Failure to obtain or maintain registration may result in termination. The position is open across the market; the assigned financial center depends on business needs. Training takes place at one financial center, and the role may initially be phone-based until a financial center within reasonable commuting distance is determined, as permitted by applicable law. The schedule is Monday through Friday with rotating Saturdays, on the 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 clients’ 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 diploma, or equivalent.
• Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Must complete SAFE Act registration and 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 required SIE, Series 7, and Series 66 licenses (or accepted Series 63 and 65 in lieu of Series 66) within the required timelines.
• Cultivate and manage client relationships, assess client needs, and recommend appropriate financial solutions.
• Provide comprehensive advice and deliver client reviews and presentations.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Build relationships with banking customers, small business owners, and higher-net-worth clients.
• Complete required 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.
• Dedicated programs, tools, and resources throughout the career journey.

What This Job Offers

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