Financial Solutions Advisor - South Austin & North San Antonio Area
Bank of America, San Antonio, TX, United States
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommends banking and investments strategies that align with client financial goals and needs.
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Current Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If a 66 is not held but a 63 or 65 is, an offer can be extended with the condition that a passing score is received for 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 working in the financial service industry and/or a sales environment where goals were met or exceeded.
Goal‑oriented; sets and accomplishes goals.
Strong relationship‑building skills.
Effective collaboration and communication abilities.
Capacity to manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment.
Adaptability and client‑focused problem‑solving.
Time‑management and capacity planning.
Thorough and thoughtful incorporation of relevant regulatory due diligence.
Desired Qualifications
Bi‑lingual Spanish speaking.
Strong computer skills with the ability to multitask in a demanding environment.
At least three years of experience in the financial service industry or a sales environment with proven goal achievement.
Additional professional designations such as CFP or CRPC.
Insurance license attainment.
Skills
Account Management, Advisory, Client Experience Branding, Customer and Client Focus, Oral Communications, Active Listening, Attention to Detail, Client Solutions Advisory, Issue Management, Pipeline Management, Causation Analysis, Client Management, Policies, Procedures, and Guidelines, Risk Management, Written Communications.
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent.
Schedule
Monday - Friday and rotating Saturdays.
Shift 1st shift (United States of America)
Hours Per Week 40
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This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommends banking and investments strategies that align with client financial goals and needs.
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Current Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If a 66 is not held but a 63 or 65 is, an offer can be extended with the condition that a passing score is received for 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 working in the financial service industry and/or a sales environment where goals were met or exceeded.
Goal‑oriented; sets and accomplishes goals.
Strong relationship‑building skills.
Effective collaboration and communication abilities.
Capacity to manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment.
Adaptability and client‑focused problem‑solving.
Time‑management and capacity planning.
Thorough and thoughtful incorporation of relevant regulatory due diligence.
Desired Qualifications
Bi‑lingual Spanish speaking.
Strong computer skills with the ability to multitask in a demanding environment.
At least three years of experience in the financial service industry or a sales environment with proven goal achievement.
Additional professional designations such as CFP or CRPC.
Insurance license attainment.
Skills
Account Management, Advisory, Client Experience Branding, Customer and Client Focus, Oral Communications, Active Listening, Attention to Detail, Client Solutions Advisory, Issue Management, Pipeline Management, Causation Analysis, Client Management, Policies, Procedures, and Guidelines, Risk Management, Written Communications.
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent.
Schedule
Monday - Friday and rotating Saturdays.
Shift 1st shift (United States of America)
Hours Per Week 40
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