Financial Solutions Advisor - West Houston Area

Bank of America

West Houston Area, US
Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations if applicable.
  • The position involves triaging client leads, building financial plans, and recommending strategies that align with client needs.

Matching Summary

This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Bi-lingual Spanish speaking ability
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses held
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration compliance
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter