Financial Solutions Advisor - Northeast Houston Area
Bank of America Merrill Lynch
Northeast Houston Area, TX, US
Not specified; not specified; not specified
In-office with specific requirements for attendance.
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Northeast Houston Area to provide tailored financial advice and solutions to clients. The ideal candidate should hold relevant licenses, possess experience in the financial services industry, and demonstrate strong relationship-building skills
Job Summary
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must apply for and maintain SAFE Act registration, including passing a federal background check.
The position involves triaging client leads, building financial plans with brokerage products, and recommending banking strategies.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Northeast Houston Area to provide tailored financial advice and solutions to clients. The ideal candidate should hold relevant licenses, possess experience in the financial services industry, and demonstrate strong relationship-building skills.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
One year investments industry experience
Client financial goal planning
Nice-to-have
Bi-lingual Spanish speaking ability
Certified Financial Planner designation
Strong computer multitasking skills
Key Requirements
Current Series 7 license
Current Series 66 license (or 63/65 with 60-day completion)