Financial Solutions Advisor
San Antonio, Texas, United States of America
Full Time
12 hours ago
Visa Sponsor
Key skills
BISales
About this role
Role Overview
- 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
- 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
- Bank of America is committed to being an inclusive workplace
- Opportunities to learn and grow
- Paid time off
- Training and development programs