Financial Solutions Advisor - Registration Candidate - Houston Area

Bank of America

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
Cultivate client relationships and recommend solutions
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients through complex financial pictures to help them achieve their life priorities while humanizing financial interactions.
  • Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities to advance within Bank of America and Merrill.

Matching Summary

The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

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
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment
  • Collaborate with core banking and investment partners

Nice-to-have

  • Spanish speaking skills
  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Strong peer relationship building abilities
  • Results-driven mindset with client focus

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
  • Self-disciplined time management capabilities

Work Rights

Not specified

Tailored Resume

Cover Letter