Top 25 Financial advisor Jobs in Alamo, Tx

Financial Solutions Advisor - Registration Candidate - McAllen Area
Bank of America —McAllen, TX
- Full-time
- Background check
- Spanish
- Writing skills
- Opportunities for advancement
Financial Advisor Assistant
Allstate Financial Services - Mariel Nevarez —McAllen, TX
- $15 - $20 an hour
- Full-time
- Hybrid work
- Spanish
- English
- Financial services
- Work from home
- Opportunities for advancement
Quick Apply
Financial Advisor - South Texas
Cornerstone Financial Strategies —McAllen, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Advisor - McAllen Area
Bank of America —McAllen, TX
- Full-time
- Background check
- Spanish
- Writing skills
J.P. Morgan Wealth Management - Private Client Advisor - McAllen, TX
JPMorganChase —McAllen, TX
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
1d
Voya Financial Edinburg
Voya Financial Advisors —Edinburg, TX
- Full-time
- Mid-level
- 403(b)
Personal Financial Counselor, Assignment Ready Counselor, PFC Texas
Magellan Health —Mission, TX
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Wealth Management Senior Trust Officer
LONE STAR NATIONAL BANK —McAllen, TX
- Spanish
- English
- Office
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor Assistant
Allstate Financial Services - Mariel Nevarez —McAllen, TX
On any given day: outbound calls in the morning, confirming tomorrow's schedule by midday, chasing down a missing document in the afternoon, updating the CRM…
$15 - $20 an hour
Quick Apply

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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you.
$24,000 - $125,000 a year
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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
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Financial Solutions Advisor - Registration Candidate - McAllen Area

Bank of America -
McAllen, TX

Apply Now

Job Details

Full-time

Benefits

Opportunities for advancement

Qualifications

Customer relationship building
Securities Industry Essentials
Customer relationship management

Full Job Description

Job Description:

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

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.

Desired Qualifications:

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

Skills:

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Schedule:

Monday – Fridays and rotating Saturdays

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial advisor jobs in alamo, tx

Financial Solutions Advisor - Registration Candidate - McAllen Area

Financial Advisor Assistant

Financial Advisor - South Texas

Financial Solutions Advisor - McAllen Area

J.P. Morgan Wealth Management - Private Client Advisor - McAllen, TX

Voya Financial Edinburg

Personal Financial Counselor, Assignment Ready Counselor, PFC Texas

Wealth Management Senior Trust Officer

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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