Financial Solutions Advisor — Austin & San Antonio Area

Bank of America; San Antonio (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America in San Antonio, Texas, is seeking a dedicated Financial Advisor to provide customized solutions for clients' financial goals. This role involves building financial plans, triaging client needs, and recommending investment products while ensuring compliance with the SAFE Act.

The ideal candidate should possess Series 7 & 66 licenses and have experience within the financial services industry, demonstrating strong client communication and relationship management skills.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry.
• Experience in the financial service industry and/or sales.
• Sets and accomplishes goals effectively.
• Builds and nurtures strong relationships.
• Communicates effectively and confidently with clients.
• Manages goals and prioritizes tasks in a fast-paced environment.
• Adapts and seeks solutions for clients.

Responsibilities

• Works with clients to plan financial goals and builds financial plans.
• Recommends banking and investment strategies to meet client needs.
• Triages client requests and refers to service providers as needed.
• Mitigates and controls risk in daily activities.
• Identifies potential new clients through existing clientele.
• Provides coaching and feedback to referral partners.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in San Antonio, Texas, is seeking a dedicated Financial Advisor to provide customized solutions for clients' financial goals. This role involves building financial plans, triaging client needs, and recommending investment products while ensuring compliance with the SAFE Act.

The ideal candidate should possess Series 7 & 66 licenses and have experience within the financial services industry, demonstrating strong client communication and relationship management skills.