Financial Solutions Advisor - Northeast Houston Area

Bank of America

Northeast Houston Area, US
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Series 7 license required
Series 66 license required
Investment industry experience
Bank of America is seeking a Financial Solutions Advisor in the Northeast Houston Area to provide personalized financial advice and solutions to clients. The ideal candidate will have relevant licenses, experience in the financial services industry, and strong interpersonal skills to build client relationships

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing with federal registry requirements.
  • Bank of America offers an inclusive workplace culture committed to driving Responsible Growth and supporting teammate wellness.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor in the Northeast Houston Area to provide personalized financial advice and solutions to clients. The ideal candidate will have relevant licenses, experience in the financial services industry, and strong interpersonal skills to build client relationships.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 license required
  • Investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Bi-lingual Spanish speaking
  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Insurance licenses obtained
  • Three years sales experience

Key Requirements

  • Series 7 & 66 licenses
  • One year investments industry experience
  • One year financial service sales experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter