Financial Solutions Advisor

Bank of America Round Rock, Texas
Financial Solutions Advisor, Jobs in Bank of America
Posted By: Administrator | Posted on 05 Apr, 2025

If you are looking for high paying jobs, jobs near me, or exploring the latest Bank of America jobs, this opportunity stands out in the financial sector. Bank of America is actively hiring a Financial Solutions Advisor in Round Rock—a role that is ideal for professionals interested in the latest jobs in Round Rock 2025. This is a strategic position that blends client engagement with financial advising, making it one of the most desirable bank jobs in Round Rock. Whether you are seeking jobs in Bank of America careers, advancing in careers in bank jobs, or exploring promising Round Rock jobs 2025, this opportunity offers professional growth and advancement. Among the latest banking jobs in Round Rock, this role connects investment knowledge with retail banking needs, making it a strong match for those looking to build a rewarding financial services career.

Job Responsibilities:

  • Client-Centric Financial Guidance:
    Serve as a primary advisor to clients by understanding their goals and providing tailored banking and investment solutions to meet their financial needs.

  • Sales and Relationship Development:
    Confidently operate in a sales-driven environment by building and deepening relationships through proactive outreach and regular client engagement.

  • Licensing and Compliance:
    Obtain required licenses including Series 7 & 66 (or Series 63 & 65) within 120 days of hire. Remain in good standing with all licensing and registration, including requirements under the SAFE Act for mortgage loan origination.

  • Banking and Investment Awareness:
    Maintain a strong awareness of core banking products and investment services to confidently bridge the gap between retail banking and Merrill investment offerings.

  • Regulatory Compliance:
    Apply relevant regulatory due diligence in all client interactions and financial strategies, ensuring ethical standards and industry rules are upheld at all times.

  • Proactive Problem Solving:
    Identify appropriate client solutions through application of financial knowledge, new information, and product offerings to build long-term client strategies.

  • Technology Utilization:
    Embrace and adapt to new digital tools and platforms to enhance client experiences and internal workflow efficiency.

Required Qualifications:

  • Willingness to complete all required industry licensing (Series 7 & 66 or equivalent)

  • Confidence and effectiveness in a sales-driven role

  • Strong communication and collaboration skills for client relationship building

  • Time management and prioritization in a fast-paced environment

  • Results-oriented mindset with a focus on client-first solutions

  • Understanding of regulatory compliance in client engagement

Desired Qualifications:

  • Bachelor degree and/or minimum of one year in financial services or sales

  • Ability to learn and adapt quickly to new technology

  • Capable of managing and executing multiple tasks simultaneously

This is one of the most exciting careers in bank jobs currently open in the area, offering a balance of personal development, client interaction, and upward mobility in the financial sector.

Job Details:
  • Job Type Full time
  • Address 2651 S I H 35, Round Rock, Texas, United States
  • LocationRound Rock, Texas
Requirements:
  • Min. Qualification Bachelor Degree
  • Experience 1+ Year
  • Deadline 18 Apr, 2025
Skills :
  • Financial Services
Apply For This Job

Comment About This Job Post

Post Comment