Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; San Juan (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career development programs

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor to begin with required securities licenses and grow into a role offering core banking and investment solutions. The program provides structured training, hands-on coaching, and development opportunities across a defined career path.

You will start in a financial center, build relationships with clients, and progress through stages while earning licenses and expanding your advisory skills in a regulated environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and identifying needs.
• Bachelor's degree and/or one year in financial services or sales.
• Spanish speaking.

Responsibilities

• Provide end-to-end comprehensive financial advice to clients.
• Deliver client reviews and presentations with confidence.
• Collaborate with core banking and investment partners to meet clients' needs.

Skills

Client relationships

Time management

Communication

Multi-tasking

Sales mindset

Education

High School Diploma

Bachelor's degree

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor to begin with required securities licenses and grow into a role offering core banking and investment solutions. The program provides structured training, hands-on coaching, and development opportunities across a defined career path.

You will start in a financial center, build relationships with clients, and progress through stages while earning licenses and expanding your advisory skills in a regulated environment.