Financial Solutions Advisor

Jobtailor; McAllen (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in McAllen, TX is seeking a Finance Consultant focused on securities licensing and client advisory services. You will obtain SIE, Series 7 and Series 66 licenses and deliver Bank of America’s core banking and investment solutions to clients at a financial center.

You will build and manage client relationships, provide tailored financial wellness guidance, and conduct end-to-end client reviews, while collaborating with peers in a fast-paced environment that prioritizes client interests.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset prioritizing client interests in a fast-paced environment.
• Ability to execute multiple tasks simultaneously and adapt to new technology.

Responsibilities

• Obtaining Securities Industry licenses, attending dedicated and personalized classes for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
• Building and managing client relationships
• Guiding clients with advice and solutions for financial wellness
• Delivering Bank of America’s core banking and investment solutions at a financial center
• Providing end-to-end comprehensive advice and client reviews

Skills

Securities Licensing

Client Relationships

Financial Wellness

Effective Communication

Time Management

Job description

• Obtaining Securities Industry licenses, attending dedicated and personalized classes for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams


• Building and managing client relationships


• Guiding clients with advice and solutions for financial wellness


• Delivering Bank of America’s core banking and investment solutions at a financial center


• Providing end-to-end comprehensive advice and client reviews

Requirements

• Aptitude in obtaining required industry licenses


• Must be self-disciplined in managing time and capacity


• Experience in cultivating client relationships, accessing needs and recommending solutions


• Success creating strong peer relationships through effective communication and collaboration


• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment


• Executes multiple tasks simultaneously


• Learns and adapts to new technology or applications

Core Competencies

Demonstrates expertise in obtaining Securities Industry licenses, including SIE, Series 7, and Series 66, while effectively managing client relationships and delivering tailored financial solutions. Exhibits strong communication and collaboration skills to thrive in a fast-paced environment focused on client interests.

Highest-signal resume keywords

• Securities Industry Licenses


• Client Relationship Management


• Financial Wellness Solutions


• Effective Communication


• Time Management

ATS Optimization Keywords

Hard Skills

• Securities Industry Essentials


• Series 7 Exam


• Series 66 Exam


• Financial Advice


• Client Reviews

Soft Skills

• Self-Discipline


• Results-Driven Mindset


• Collaboration


• Adaptability

Industry Keywords

• Banking Solutions


• Investment Solutions


• Client Needs Assessment