Financial Solutions Advisor - South Houston Area

Bank of America (GHR)

South Houston, Texas, United States
In-office
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor for the South Houston area to provide tailored financial advice and support to clients in achieving their financial goals. The role emphasizes relationship building, meeting investment needs, and requires specific licenses, with a focus on collaboration and client engagement

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • The position involves triaging client leads, building financial plans with brokerage products, and recommending banking strategies.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for the South Houston area to provide tailored financial advice and support to clients in achieving their financial goals. The role emphasizes relationship building, meeting investment needs, and requires specific licenses, with a focus on collaboration and client engagement.

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 capability
  • Certified Financial Planner designation
  • Strong computer multitasking skills

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year in investments industry
  • At least one year in financial service sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter