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Bank of America
Bank of America
H1B Visa SponsorBankingFinanceFintech
Bank of America is a global financial institution operating across banking, finance, and fintech. Its services include personal banking, small-business support, wealth management, investment services, and access to capital markets for individuals, businesses, and institutions. The company also focuses on responsible growth through sustainable finance, diversity initiatives, and community development programs.
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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.

USUnited StatesTXTexasOn-siteFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • 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

Requirements

  • 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

Benefits

  • 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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