Financial Solutions Advisor - Registration Candidate - Northwest & Northeast Houston Area

Bank of America

Northwest Houston, Texas, United States
Not specified; not specified; not specified
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Manage client relationships and financial portfolios
** Bank of America is seeking a Financial Solutions Advisor in the Northwest and Northeast Houston areas to help clients manage their financial goals. The role requires obtaining specific securities licenses and emphasizes building relationships while providing comprehensive financial advice and solutions. **

Job Summary

  • This role offers a structured career path starting with obtaining industry licenses like SIE, Series 7, and Series 66 through dedicated training.
  • The position involves building and managing client relationships to provide comprehensive financial advice and investment solutions at Bank of America financial centers.
  • Successful candidates will progress from Stage I to Stage II roles, with opportunities to advance into various positions within Bank of America and Merrill.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor in the Northwest and Northeast Houston areas to help clients manage their financial goals. The role requires obtaining specific securities licenses and emphasizes building relationships while providing comprehensive financial advice and solutions. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Manage client relationships and financial portfolios
  • Deliver comprehensive financial advice and solutions
  • Collaborate with banking and investment partners

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Bi-lingual Spanish speaking capabilities
  • Current FINRA Securities Industry Essentials (SIE) license
  • Strong peer collaboration and communication skills

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Subject to SAFE Act registration requirements
  • Pass required SAFE Act background check

Work Rights

Not specified

Tailored Resume

Cover Letter