Finance internship jobs in Pharr, TX - 21 jobs

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026

HARLINGEN TX Default: Location : City HARLINGEN The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. * Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands * Access to an automobile and ability to maintain a valid driver's license.

Job Description We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Interview students to obtain information needed to determine eligibility for aid. Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. Ensure 100% student satisfaction; provide timely service during student appointments. Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? Challenge and expand your knowledge. Develop your skills in an entrepreneurial environment where you have influence. Work alongside an exceptional leadership team, passionate about educating future developers. Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? You are passionate about education and commit to a “students first” philosophy. You embrace change and you are always excited to learn something new. You believe that goals are set to be exceeded. Requirements Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits Training & Development Fun & Energetic, Family-Based Environment Continuous Growth Opportunities Medical, Dental, & Vision Options Health Savings & Flexible Spending Options (HSA & FSA) Basic Life & Accident Insurance Short & Long-term Disability 401K Retirement Plan SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

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! Job Description: 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: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Bi-lingual Spanish speaking Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities * Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. * Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. * Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. * Interview students to obtain information needed to determine eligibility for aid. * Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. * Ensure 100% student satisfaction; provide timely service during student appointments. * Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? * Challenge and expand your knowledge. * Develop your skills in an entrepreneurial environment where you have influence. * Work alongside an exceptional leadership team, passionate about educating future developers. * Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? * You are passionate about education and commit to a "students first" philosophy. * You embrace change and you are always excited to learn something new. * You believe that goals are set to be exceeded. Requirements * Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. * Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. * Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits * Training & Development * Fun & Energetic, Family-Based Environment * Continuous Growth Opportunities * Medical, Dental, & Vision Options * Health Savings & Flexible Spending Options (HSA & FSA) * Basic Life & Accident Insurance * Short & Long-term Disability * 401K Retirement Plan * SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

Pronto General Agency, LTD is a managing general agency based out of South Texas that was established in 2005. From its inception, Pronto has been committed to providing a high value insurance product through competitive pricing, superior claims handling and excellent customer service. Pronto has emerged in the insurance market through its captive agencies, independent agents and franchise locations. Job Description Financial Analyst Job Duties and Responsibilities Determines cost of operations by establishing standard costs; collecting operational data. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. Develops complex financial forecasts with detail to support the result. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconciles transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. Increases productivity by developing automated accounting applications; coordinating information requirements. Contributes to team effort by accomplishing related results as needed. Performs complex financial formulas required to evaluate return on investment. Knowledge, Skills & Abilities Requirements -Strong knowledge of GAAP accounting principles and procedures. -Advanced excel based skills for financial analysis and modeling and large data analysis experience. -Ability to make routine decisions in accordance with GAAP based policies and procedures. -Ability to recognize and correct departures from GAAP budgetary practices and procedures. -Ability to follow, prepare and present complex oral and written instructions. -Ability to perform standardized and statistical computations. -Strong communications skills both written and verbal. Pronto Insurance offers our Full Time Employees the following benefits · Medical, Dental, Vision Plans · Disability & Life Insurance · 401(k) Retirement Plan · Paid Vacations, Personal Days & 6 Paid Holidays! Please apply directly at our website! ****************************************** Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 - 10 years in progressive experience in a financial environment Experience in Big 4 a plus (PWC, E&Y, Deloitte or KPMG) Public accounting experience a plus Excellent communication skills both oral and written Proficient in relevant computer software (Accounting software, Microsoft Office) Language: English required, bilingual preferred Additional Information Please apply directly at ****************************************************

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands Access to an automobile and ability to maintain a valid driver's license.

San Antonio, Texas;Harlingen, Texas; San Antonio, Texas; San Juan, Texas; Pharr, Texas; San Antonio, Texas; San Antonio, Texas; McAllen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************* **:** 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! **Job Description:** 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 clientreviews/presentationswith 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:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Interview students to obtain information needed to determine eligibility for aid. Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. Ensure 100% student satisfaction; provide timely service during student appointments. Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? Challenge and expand your knowledge. Develop your skills in an entrepreneurial environment where you have influence. Work alongside an exceptional leadership team, passionate about educating future developers. Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? You are passionate about education and commit to a “students first” philosophy. You embrace change and you are always excited to learn something new. You believe that goals are set to be exceeded. Requirements Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits Training & Development Fun & Energetic, Family-Based Environment Continuous Growth Opportunities Medical, Dental, & Vision Options Health Savings & Flexible Spending Options (HSA & FSA) Basic Life & Accident Insurance Short & Long-term Disability 401K Retirement Plan SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

Pronto General Agency, LTD is a managing general agency based out of South Texas that was established in 2005. From its inception, Pronto has been committed to providing a high value insurance product through competitive pricing, superior claims handling and excellent customer service. Pronto has emerged in the insurance market through its captive agencies, independent agents and franchise locations. Job Description Financial Analyst Job Duties and Responsibilities Determines cost of operations by establishing standard costs; collecting operational data. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. Develops complex financial forecasts with detail to support the result. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconciles transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. Increases productivity by developing automated accounting applications; coordinating information requirements. Contributes to team effort by accomplishing related results as needed. Performs complex financial formulas required to evaluate return on investment. Knowledge, Skills & Abilities Requirements -Strong knowledge of GAAP accounting principles and procedures. -Advanced excel based skills for financial analysis and modeling and large data analysis experience. -Ability to make routine decisions in accordance with GAAP based policies and procedures. -Ability to recognize and correct departures from GAAP budgetary practices and procedures. -Ability to follow, prepare and present complex oral and written instructions. -Ability to perform standardized and statistical computations. -Strong communications skills both written and verbal. Pronto Insurance offers our Full Time Employees the following benefits · Medical, Dental, Vision Plans · Disability & Life Insurance · 401(k) Retirement Plan · Paid Vacations, Personal Days & 6 Paid Holidays! Please apply directly at our website! ****************************************** Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 - 10 years in progressive experience in a financial environment Experience in Big 4 a plus (PWC, E&Y, Deloitte or KPMG) Public accounting experience a plus Excellent communication skills both oral and written Proficient in relevant computer software (Accounting software, Microsoft Office) Language: English required, bilingual preferred Additional Information Please apply directly at ****************************************************

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! Job Description: 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: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Bi-lingual Spanish speaking Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

San Antonio, Texas;Harlingen, Texas; San Antonio, Texas; San Juan, Texas; Pharr, Texas; San Antonio, Texas; San Antonio, Texas; McAllen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************* **:** 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! **Job Description:** 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 clientreviews/presentationswith 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:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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! Job Description: 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: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Bi-lingual Spanish speaking Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

San Antonio, Texas;Harlingen, Texas; San Antonio, Texas; San Juan, Texas; Pharr, Texas; San Antonio, Texas; San Antonio, Texas; McAllen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************* **:** 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! **Job Description:** 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 clientreviews/presentationswith 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:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

San Antonio, Texas;San Juan, Texas; San Antonio, Texas; San Antonio, Texas; San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **:** 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! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired** **Qualifications** : + Bi-lingual Spanish speaking + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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! Job Description: 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: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Bi-lingual Spanish speaking Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

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! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Bi-lingual Spanish speaking * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Account Management * Advisory * Client Experience Branding * Customer and Client Focus * Oral Communications * Active Listening * Attention to Detail * Client Solutions Advisory * Issue Management * Pipeline Management * Causation Analysis * Client Management * Policies, Procedures, and Guidelines * Risk Management * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40