Financial Solutions Advisor - Registration Candidate - South Houston Area
Bank of America
South Houston, TX, US
In-office with specific requirements for attendance, allowing some flexibility based on role considerations.
Obtaining required industry licenses
Managing client relationships
Delivering financial advice and solutions
Bank of America is seeking a Financial Solutions Advisor in the South Houston area, focusing on providing comprehensive financial advice and building client relationships. This role requires obtaining specific securities licenses and involves a structured training program aimed at advancing one's career within the organization
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry licenses and be taught foundational advisory skills to help clients live their best financial lives.
The Academy supports career growth with dedicated programs, tools, and resources, enabling progression from Stage I to Stage II and beyond.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor in the South Houston area, focusing on providing comprehensive financial advice and building client relationships. This role requires obtaining specific securities licenses and involves a structured training program aimed at advancing one's career within the organization.
Skills & Requirements
Must-have
Obtaining required industry licenses
Managing client relationships
Delivering financial advice and solutions
Collaborating with banking and investment partners
Time and capacity self-management
Adapting to new technology
Nice-to-have
Effective communication and collaboration
Results-driven mindset
Client-focused approach
Spanish speaking
Business acumen
Executive presence
Key Requirements
Securities Industry Essentials (SIE) license within 30 days
Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check
High School Diploma or equivalent
Minimum one year financial services or sales experience preferred