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Financial Solutions Advisor - Houston Onsite
Advise Bank of America clients on banking and investment solutions while building lasting relationships and pursuing required securities licenses. Serve customers, small business owners, and higher-net-worth clients through comprehensive financial guidance and collaborative referrals.
विवरण
- Earn SIE, Series 7, and Series 66 licenses through structured instruction and dedicated study time
- Apply a consultative process to understand client needs and identify suitable solutions
- Develop and manage strong client relationships
- Deliver comprehensive financial guidance through client reviews and presentations
- Recommend approaches that support clients’ financial objectives and life priorities
- Partner with banking and investment specialists
- Connect clients with Bank of America and Merrill banking and investment offerings
- Serve banking customers, small business owners, and higher-net-worth clients in a financial center
- Advance from Financial Solutions Advisor Stage I to Stage II after demonstrating success
आवश्यकताएँ
- Demonstrated aptitude for obtaining required industry licenses
- Strong self-discipline in managing time and workload
- Experience developing client relationships, evaluating needs, and recommending solutions
- Ability to build effective peer partnerships through clear communication and collaboration
- Results-oriented approach that keeps client interests central in a complex, fast-moving environment
- Ability to manage multiple tasks at once
- Capacity to learn and adjust to new technologies and applications
- Obtain the SIE within 30 days of hire
- Obtain Series 7 and Series 66 within 120 days of hire; Series 63 and Series 65 may replace Series 66
- Complete SAFE Act registration and background screening, and maintain good standing
- High school diploma, GED, secondary education, or equivalent
- Spanish-language ability is preferred
- Bachelor’s degree and/or at least one year of financial services or sales experience is preferred
- Existing FINRA Securities Industry Essentials (SIE) certification is preferred
लाभ
- Comprehensive training and onboarding programs
- Instruction and individual coaching from Academy managers
- Dedicated classes and study time for the SIE, Series 7, and Series 66 examinations
- Opportunities for learning, development, and advancement with Bank of America and Merrill
- Career-long access to dedicated programs, tools, and resources
- Opportunities to build a professional network among banking customers, small business owners, and higher-net-worth clients
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