Financial Solutions Advisor – Austin & North San Antonio
Job in
Boerne, Kendall County, Texas, 78006, USA
Listed on 2026-08-09
Listing for:
ALPFA Baltimore Chapter
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor to serve the South Austin and North San Antonio area. The role involves creating financial plans, recommending brokerage products, and working with clients to meet their investment goals.
You will triage leads, refer to internal partners, and ensure adherence to SAFE Act requirements. A license set (Series 7/66 or 63/65) and prior investments experience are expected.
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