Financial Solutions Advisor - South Houston Area

Bank of America

Houston, Texas, USA
Financial planning and advice
Client relationship management
Brokerage product recommendations
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • This position is subject to SAFE Act registration requirements.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Brokerage product recommendations
  • Risk mitigation
  • Sales environment experience

Nice-to-have

  • Bi-lingual Spanish speaking
  • Professional designations (CFP, CRPC)
  • Insurance licenses
  • Adaptability and learning agility

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter