Financial Solutions Advisor - Registration Candidate - Pecan & Ware Financial Center jobs in United States
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Bank of America · 1 day ago

Financial Solutions Advisor - Registration Candidate - Pecan & Ware Financial Center

positionMcAllen
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Bank of America is committed to making financial lives better through every connection. The Financial Solutions Advisor Stage I role involves obtaining necessary securities licenses and developing skills to manage client relationships and provide tailored financial advice.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams
Acquire, build and manage client relationships
Consider a client’s complex financial picture and guide them with advice and solutions
Help deliver Bank of America’s core banking and investment solutions
Interact with banking customers, small business owners, and higher net worth clients
Provide end-to-end comprehensive advice and deliver client reviews/presentations
Collaborate with core banking and investment partners

Qualification

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementInvestment ManagementBusiness AcumenRisk ManagementCustomerSpanish SpeakingOral CommunicationsClient Focus

Required

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, accessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications
High School Diploma / GED / Secondary School or equivalent

Preferred

Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Spanish speaking

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
dateFounded in 1998
location
Charlotte, North Carolina, USA
people-size10001+ employees
web-link
https://www.bankofamerica.com

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Recent News

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2026-01-22
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2026-01-22
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2026-01-22
Company data provided by crunchbase