Financial Solutions Advisor - West Houston Area

Bank of America

West Houston Area, Texas, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses required
One year investments industry experience
Client financial planning and goal setting
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products.
  • Bank of America is committed to an in-office culture that balances specific attendance requirements with appropriate flexibility based on role considerations.
  • Employees must obtain and maintain SAFE Act registration, which includes passing a federal registry background check to remain in good standing.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products.

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 planning and goal setting

Nice-to-have

  • Bi-lingual Spanish speaking capability
  • Certified Financial Planner designation
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year investment experience
  • SAFE Act registration compliance
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter