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Financial Solutions Advisor
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Responsibilities
- Obtain Securities Industry licenses
- Build and manage client relationships
- Deliver Bank of America’s core banking and investment solutions
- Provide end-to-end comprehensive advice
- Collaborate with banking and investment partners
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships
- Success creating strong peer relationships
- Demonstrates a results-driven mindset
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired qualification)
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