Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing advice and customized solutions. Engaging with clients to strategize on financial goals and recommend brokerage products.

Posted 6/13/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads and making referrals
Meeting with clients to review financial and investment goals
Building financial plans and recommending brokerage products

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least one year experience in the investments industry
At least one year experience in the financial service industry and/or a sales environment
Strong computer skills
Bi-lingual Spanish speaking preferred

Benefits

Comp & perks

Bank of America is committed to being an inclusive workplace
Opportunities to learn and grow
Paid time off
Training and development programs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

client advicecustomized solutionstriaging leadsreferralsfinancial planninginvestment goalssales experiencebi-lingual

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license