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Jobs · Information Technology · Texas

Financial Solutions Advisor - Registration Candidate - Central & South San Antonio Area

Bank of America · San Juan, TX · 2 wk ago
Information TechnologyFull-time

About the role

At Bank of America, you will start as a Financial Solutions Advisor Stage I (FSA I), beginning with dedicated and personalized classes to obtain your Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. After licensure, you will learn foundational advisory skills, including acquiring, building, and managing client relationships while guiding clients through their financial needs.

Once key milestones are reached, you will work in a financial center delivering core banking and investment solutions. Successful performance may lead to progression into the Financial Solutions Advisor Stage II role, with further opportunities for advancement within Bank of America and Merrill. The Academy provides ongoing support, tools, and resources throughout your career journey.

This position requires SAFE Act registration, including a background check and federal registry system registration. Failure to maintain SAFE Act registration may result in termination.

Responsibilities

  • Complete structured training to earn Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specified timelines (SIE within 30 days, Series 7 and 66 within 120 days).
  • Develop business knowledge using a consultative approach to identify client needs and recommend appropriate solutions.
  • Build and manage client relationships, including banking customers, small business owners, and higher net worth clients.
  • Provide comprehensive financial advice, deliver client reviews, and recommend strategies to help clients achieve their financial goals.
  • Collaborate with core banking and investment partners to connect clients with solutions from Bank of America and Merrill.
  • Leverage Bank of America’s extensive client network to grow your business.
  • Execute multiple tasks in a fast-paced environment while prioritizing client interests.

Requirements

  • Aptitude for obtaining required industry licenses (SIE, Series 7, Series 66).
  • Self-discipline in managing time and workload.
  • Experience cultivating client relationships, assessing needs, and recommending solutions.
  • Ability to build strong peer relationships through effective communication and collaboration.
  • Results-driven mindset with a focus on client interests.
  • Ability to learn and adapt to new technology or applications.

Qualifications

  • High School Diploma, GED, or equivalent (minimum education requirement).
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).
  • Currently holds FINRA Securities Industry Essentials (SIE) (desired).
  • Spanish-speaking ability (desired).

Skills

  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus
  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence
  • Oral Communications
  • Risk Management
  • Trading

Schedule

Monday – Friday with rotating Saturdays. Full-time role (40 hours per week, 1st shift).

Training will occur at one financial center, followed by a potential phone-based role until a permanent financial center location is assigned within a reasonable commuting distance.

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