Bank of America
Financial Solutions Advisor - Central & South San Antonio Area
San Antonio +1 · Full-time · Posted Oct 21, 2026
- Location
- San Antonio
Schertz - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; desired: at least three years in financial services and/or sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized solutions by reviewing clients’ goals, building financial plans, recommending banking and investment strategies, and connecting clients with appropriate business partners.
What you'll do
- Build financial plans using brokerage products and banking and money-managed solutions; recommend strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential new clients, manage risk, and coach referral partners on client needs and recommended services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); certain candidates may receive an offer conditional on passing the missing series within 60 days.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services or sales-environment experience where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Three or more years of financial-services or sales experience; CFP or CRPC designation and insurance licenses are also desired.
Model-written summary · the original posting is authoritative