Client-Focused Financial Advisor for Austin & San Antonio

Bank of America; Boerne (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to plan and execute brokerage strategies, review goals, and build long‑term client relationships. You will triage client needs, refer to partners, and ensure regulatory compliance while delivering tailored solutions.

This role emphasizes sales targets, licensing requirements, and ongoing training to support advisory services across the investment spectrum.

Qualifications

• Holds FINRA licenses: 7 and 66 (63/65 acceptable with conditions).
• At least 1 year in investments or financial services.
• Experience in a sales environment with goals.
• Strong relationship building and client engagement skills.

Responsibilities

• Plan clients' financial goals and develop brokerage strategies.
• Refer and coordinate with internal service providers based on client needs.
• Review financial and investment goals with clients and adjust plans.
• Build and maintain client relationships while managing risk.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Relationship Building

Education

High School Diploma

Tools

Series 7

Series 66

Job description

Bank of America is seeking a client-focused financial advisor to plan and execute brokerage strategies, review goals, and build long‑term client relationships. You will triage client needs, refer to partners, and ensure regulatory compliance while delivering tailored solutions.

This role emphasizes sales targets, licensing requirements, and ongoing training to support advisory services across the investment spectrum.