Bank of America
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America, Pharr, Texas, United States, 78577
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America is seeking a Financial Solutions Advisor to join our team in the San Antonio Area. This role is part of the Financial Solutions Advisor Stage I program, focusing on building client relationships and delivering solutions through BofA and Merrill.
Job Description As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses, including SIE, Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught foundational advisory skills, from building and managing client relationships to guiding clients through complex financial scenarios. After reaching key milestones, you will work in a financial center delivering core banking and investment solutions. Successful completion of Stage I leads to progression to Stage II, where you continue to deepen client relationships and advance within BofA and Merrill.
This position is subject to SAFE Act registration requirements. You must register and complete the required SAFE Act background check. Failure to maintain registration may result in termination.
We’ll help you
Build a successful career at Bank of America through world‑class training and onboarding programs.
Receive training and one‑on‑one coaching from Academy managers.
Grow business knowledge using a consultative approach with clients to identify needs and present solutions.
Earn your SIE, Series 7 and Series 66 licenses within 30 days (SIE) and 120 days (Series 7 & 66). 63 & 65 accepted in lieu of 66.
Build a professional network by interacting with banking customers, small‑business owners and high‑net‑worth clients.
Provide comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies that help clients achieve their financial goals.
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self‑disciplined time and capacity management.
Experience cultivating client relationships and recommending solutions.
Strong peer collaboration and effective communication.
Results‑driven mindset prioritizing client interests in a fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Quick learning and adaptation to new technology or applications.
Desired Qualifications
Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Bi‑lingual Spanish speaking.
Skills
Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causation Analysis, 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 hours.
Seniority Level
Internship.
Employment Type
Full‑time.
Job Function
Consulting, Information Technology, and Sales.
Industry
Banking.
#J-18808-Ljbffr
Job Description As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses, including SIE, Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught foundational advisory skills, from building and managing client relationships to guiding clients through complex financial scenarios. After reaching key milestones, you will work in a financial center delivering core banking and investment solutions. Successful completion of Stage I leads to progression to Stage II, where you continue to deepen client relationships and advance within BofA and Merrill.
This position is subject to SAFE Act registration requirements. You must register and complete the required SAFE Act background check. Failure to maintain registration may result in termination.
We’ll help you
Build a successful career at Bank of America through world‑class training and onboarding programs.
Receive training and one‑on‑one coaching from Academy managers.
Grow business knowledge using a consultative approach with clients to identify needs and present solutions.
Earn your SIE, Series 7 and Series 66 licenses within 30 days (SIE) and 120 days (Series 7 & 66). 63 & 65 accepted in lieu of 66.
Build a professional network by interacting with banking customers, small‑business owners and high‑net‑worth clients.
Provide comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies that help clients achieve their financial goals.
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self‑disciplined time and capacity management.
Experience cultivating client relationships and recommending solutions.
Strong peer collaboration and effective communication.
Results‑driven mindset prioritizing client interests in a fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Quick learning and adaptation to new technology or applications.
Desired Qualifications
Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Bi‑lingual Spanish speaking.
Skills
Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causation Analysis, 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 hours.
Seniority Level
Internship.
Employment Type
Full‑time.
Job Function
Consulting, Information Technology, and Sales.
Industry
Banking.
#J-18808-Ljbffr