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Bank of America

Financial Solutions Advisor

Bank of America

. Obtain Securities Industry licenses .

Posted 5/16/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Obtain Securities Industry licenses
  • Build and manage client relationships
  • Deliver Bank of America’s core banking and investment solutions
  • Provide end-to-end comprehensive advice
  • Collaborate with banking and investment partners

Requirements

What you’ll need
  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time and capacity
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology or applications
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired qualification)

Benefits

Comp & perks
  • Commitment to being an inclusive workplace
  • Opportunities to learn and grow
  • Training and one-on-one coaching
  • Structured lessons for licenses
  • Support for career journey

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Securities Industry licensesbanking solutionsinvestment solutionsfinancial services experiencesales experience
Soft Skills
client relationship managementself-disciplinetime managementpeer relationship buildingresults-driven mindsetmultitaskingadaptability