Financial Solutions Advisor I — Banking & Investment Guidance
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-07-30
Listing for:
Bank of America
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I to train in securities licensing (SIE, Series 7, Series 66) and to start building a client network across retail and high‑net‑worth segments. You will learn to assess financial needs, deliver holistic advice, and collaborate with banking and investment partners to best serve clients.
The role emphasizes onboarding and performance milestones, leading toward advancement to Stage II and broader opportunities within Bank of America and
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