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, attracting exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.
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 goals, and recommending strategies that align with their needs and asset thresholds.
Success in this role requires a proactive approach to identifying potential new clients through referrals and financial center clientele, while also providing coaching to referral partners. You will work within a fast-paced environment, managing complexity and executing tasks efficiently to ensure clients receive the highest level of service.
Hiring Process & Registration Requirements
Please note that this requisition lists multiple locations, but there may not be an immediate opening at every site. Candidates selected for this role must be subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. This includes submitting to a required background check and registration process. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Work Environment & Culture
Bank of America is committed to an in-office culture with specific requirements for office-based attendance. We allow for an appropriate level of flexibility for teammates and businesses based on role-specific considerations. This role operates on a Monday through Friday schedule with rotating Saturdays, covering the 1st shift (40 hours per week).
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 or sales environment
- verifiedSAFE Act registration and background check compliance
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.
