Bank of America
Financial Solutions Advisor - Austin Area
Austin +4 · Full-time · Posted Sep 25, 2026
- Location
- Austin
Round Rock
Manor
Temple
Kyle - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment; desired: at least three years in financial services and/or a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions, including financial plans, referrals, and brokerage product recommendations, to help clients meet their financial goals.
What you'll do
- Build financial plans and recommend banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal providers based on needs and asset thresholds.
- Engage potential clients, support referral partners, and manage risk in daily activities.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with only Series 63 or 65 may receive an offer conditional on passing the missing exam within 60 days.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
Nice to have
- Bilingual Spanish speaking.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Model-written summary · the original posting is authoritative