Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/21/2026full-timeSan Antonio • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing financial advice and customized solutions, with a strong focus on building financial plans using various brokerage products. Proficient in managing client relationships, navigating regulatory requirements, and achieving sales goals in a fast-paced financial services environment.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Products KnowledgeFinancial Services ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationGoal SettingRegulatory ComplianceTime ManagementSales ExperienceMultitaskingCoachingTraining

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityProblem Solving

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestments IndustryBrokerage ProductsClient SolutionsSAFE Act ComplianceSales EnvironmentBilingual Spanish

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to clients
Triage client leads and requests
Make referrals to internal business partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals
Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking solutions, and money-managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within a reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If currently holding Series 63 or 65 without Series 66, must pass the missing series within 60 days
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded
Must complete required licenses and training
Subject to SAFE Act registration requirements, including registration, background check, and maintaining good standing
High School Diploma, GED, Secondary School, or equivalent
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration and communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to learn, adapt to new information, and identify appropriate client solutions
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Monday-Friday availability and rotating Saturdays
Strong computer skills and ability to multitask in a demanding environment
Spanish bilingual ability preferred
Three years of financial services and/or sales experience preferred
CFP and/or CRPC designation preferred
Insurance licenses preferred

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Coaching and feedback from referral partners
Training for required licenses and registrations