Financial Solutions Advisor
Not Disclosed•Full-TimeOn-site
location_on1577, West Lynwood Avenue, Keystone Park, San Antonio, Bexar County, Texas, 78201, United States
About Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, developing exceptional talent, and supporting the physical, emotional, and financial wellness of our teammates.
About the Role
This position is dedicated to providing comprehensive advice and customized solutions to help clients achieve their financial goals. You will serve as a trusted advisor, building financial plans that incorporate brokerage products such as stocks, bonds, mutual funds, and annuities, alongside banking and money management solutions. Your day-to-day involves triaging client leads, meeting with clients to review their financial and investment objectives, and recommending strategies that align with their needs and asset thresholds.
Success in this role requires a proactive approach to identifying and engaging potential new clients through referrals and financial center clientele. You will also collaborate with internal service providers to ensure clients receive the right support and provide coaching to referral partners based on your knowledge of client needs. This position is subject to SAFE Act registration requirements, meaning all employees must register with the federal registry system and maintain good standing through background checks and ongoing compliance.
Work Environment
Bank of America is committed to an in-office culture with specific requirements for office-based attendance. Flexibility is provided based on role-specific considerations, but this role operates on a Monday through Friday schedule with rotating Saturdays. The position is located in the United States and operates during the 1st shift.
Equal Opportunity Employer
Bank of America is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or veteran status.
Work location
Work model: On-site
1577, West Lynwood Avenue, Keystone Park, San Antonio, Bexar County, Texas, 78201, United States
San Antonio, Texas
Key Responsibilities
- check_circleRecommend banking and investment strategies that align with client financial needs
- check_circleTriage client requests and refer them to appropriate internal service providers
- check_circleMitigate and control risk as part of daily activities
- check_circleBuild financial plans with brokerage products to help clients achieve short and long-term goals
- check_circleIdentify and engage potential new clients through referrals or financial center clientele
- check_circleProvide coaching and feedback to referral partners based on client needs and product recommendations
Requirements
- verifiedHigh School Diploma / GED / Secondary School or equivalent
- verifiedCurrently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- verifiedAt least one year experience in the investments industry
- verifiedAt least one year experience in the financial service industry and/or a sales environment
- verifiedSAFE Act registration required
- verifiedBi-lingual Spanish speaking (desired)
- verifiedAt least three years' experience in financial service industry and/or sales (desired)
- verifiedCertified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) (desired)
- verifiedInsurance licenses (desired)
Nice to Have
Bi-lingual Spanish speaking. Strong computer skills with an ability to multitask in a demanding environment. At least three years' experience working in the financial service 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). Obtained insurance licenses.
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Skills, education and keywords
Skills: Series 7, Series 66, Series 63, Series 65, Safe Act, Spanish, Certified Financial Planner, Chartered Retirement Planning Counselor, Insurance Licenses.
Education: High School Diploma / GED / Secondary School or equivalent.
Frequently asked questions about Financial Solutions Advisor at Bank of America
What does a Financial Solutions Advisor at Bank of America do?expand_more
In this Financial Solutions Advisor at Bank of America role, you will recommend banking and investment strategies that align with client financial needs; triage client requests and refer them to appropriate internal service providers; mitigate and control risk as part of daily activities; and build financial plans with brokerage products to help clients achieve short and long-term goals.
What are the requirements for this Financial Solutions Advisor role?expand_more
Bank of America is looking for candidates who meet the following requirements: High School Diploma / GED / Secondary School or equivalent; Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; At least one year experience in the investments industry; At least one year experience in the financial service industry and/or a sales environment; SAFE Act registration required; and Bi-lingual Spanish speaking (desired).
Where is the Financial Solutions Advisor role at Bank of America located?expand_more
Financial Solutions Advisor at Bank of America is based in 1577, West Lynwood Avenue, Keystone Park, San Antonio, Bexar County, Texas, 78201, United States. This is a on-site role.
Is this Financial Solutions Advisor job remote, hybrid, or on-site?expand_more
Bank of America has listed this Financial Solutions Advisor role as on-site.
How much experience is required for this Financial Solutions Advisor role?expand_more
Financial Solutions Advisor at Bank of America typically requires 1+ years of relevant experience at the mid level level.
What skills do you need for the Financial Solutions Advisor role at Bank of America?expand_more
Key skills for Financial Solutions Advisor at Bank of America include Series 7; Series 66; Series 63; Series 65; Safe Act; Spanish; Certified Financial Planner; and Chartered Retirement Planning Counselor.
What education is required for Financial Solutions Advisor at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School or equivalent.
What category does the Financial Solutions Advisor role belong to?expand_more
Financial Solutions Advisor at Bank of America is part of the accounting & finance job category on Recrutus.
About Bank of America
Bank of America, headquartered in Charlotte, North Carolina, operates as a major global financial institution within the banking industry. The organization provides a comprehensive suite of banking, investing, asset management, and risk management products and services. Its client base spans individual consumers, small to middle-market businesses, and large corporations, covering a wide spectrum of financial needs.
The company maintains approximately 56 million consumer and small business relationships within the United States. In the wealth management sector, it stands as a prominent player among the world's leading firms. Additionally, Bank of America holds a significant position as a global leader in corporate and investment banking as well as trading activities.
This entity focuses on delivering diverse financial solutions to a vast international audience. Its operations are supported by extensive resources and a broad service portfolio designed to meet the complex requirements of its diverse customer segments across the financial landscape.
Browse more roles: All Bank of America jobs, accounting & finance jobs on Recrutus.