Financial Solutions Advisor

Bank of America

Financial Solutions Advisor assisting clients with core banking and investment solutions. Training for Securities Industry licenses and building client relationships to achieve financial goals.

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

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Hard Skills & Tools

Securities Industry licensesbanking solutionsinvestment solutionsfinancial services experiencesales experience

Soft Skills

client relationship managementself-disciplinetime managementpeer relationship buildingresults-driven mindsetmultitaskingadaptability