Financial Solutions Advisor - Registration Candidate - San Antonio Area

About the role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses. You will receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will be taught the foundational skills needed to be an advisor — from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.

After reaching key milestones, you will begin working in a financial center where you will help deliver Bank of America’s core banking, investment solutions, and approach to client care. The Academy provides dedicated programs, tools, and resources throughout your career journey. Demonstrated success as a licensed FSA I typically leads to progression into the Financial Solutions Advisor Stage II role, where you continue to practice learned skills by growing and deepening relationships within a portfolio of clients, with opportunities to advance into many roles within Bank of America and Merrill.

This position is 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. You will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Responsibilities

• Earn your Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (Series 63 & 65 accepted in lieu of Series 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days — a requirement for the role.
• Get training and one-on-one coaching from Academy managers invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Build your network. Starting at a financial center, interact with banking customers, small business owners, and higher net worth clients. Leverage relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to solutions provided through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Spanish speaking.

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

Education

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Schedule

• Monday – Fridays and rotating Saturdays
• Shift: 1st shift (United States of America)
• Hours Per Week: 40

This position is open for the entire market; the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and then potentially begin in a phone-based capacity until another financial center location within a reasonable commuting distance of your home is determined, to the extent permitted by applicable law.