Senior Financial Analyst
Margie and Bill Klesse College of Engineering and Integrated Design at UTSA
Financial Solutions Advisor, Registration Candidate
Bank of America
full-time
Posted on:
Location Type: Office
Location: San Antonio • Texas • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Obtain Securities Industry licenses (SIE, Series 7, Series 66) through structured training
- Acquire, build and manage client relationships
- Consider clients’ complex financial picture and guide them with advice and solutions
- Work in a financial center to deliver Bank of America’s core banking and investment solutions
- Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve financial goals
- Collaborate with core banking and investment partners and connect clients to Bank of America and Merrill solutions
- Participate in Academy training, coaching, and development programs as part of career progression
Requirements
- Aptitude in obtaining required industry licenses
- Must obtain SIE within 30 days of hire and Series 7 & Series 66 within 120 days (63 & 65 accepted in lieu of 66)
- Subject to SAFE Act registration requirements; must register and pass SAFE Act background check
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
- Ability to execute multiple tasks simultaneously
- Learns and adapts to new technology or applications
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Desired: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Desired: Bi-lingual Spanish speaking
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- World-class training and on-boarding programs that set you up for success
- One-on-one coaching from Academy managers
- Dedicated programs, tools, and resources for career development and progression
- Structured lessons and dedicated study time to earn SIE, Series 7 and Series 66 licenses
- Flexibility depending on role through a multi-faceted approach
- Opportunities to learn, grow, and make an impact
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SIESeries 7Series 66Series 63Series 65financial analysisinvestment strategiesclient reviewsfinancial solutionstime management
Soft skills
client relationship managementeffective communicationcollaborationself-disciplineresults-drivenadaptabilityproblem-solvingpeer relationship buildingmultitaskingneeds assessment
Certifications
SIESeries 7Series 66SAFE Act registration