Financial Solutions Advisor - Northwest Houston Area

Bank of America

Northwest Houston Area, US
Not specified; not specified; not specified
Series 7 & 66 licenses required
One year investments industry experience
Client financial goal planning
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The 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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Bi-lingual Spanish speaking ability
  • Certified Financial Planner designation
  • Strong computer multitasking skills

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year experience in investments industry
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter