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Bank of America
Bank of America
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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 – South Houston, TX

Advise South Houston clients on personalized banking and investment strategies that support their financial goals. Build financial plans, recommend suitable products, and strengthen client relationships as a Bank of America advisor.

USUnited StatesTXTexasOn-siteFull-timeJuniorNo degree requiredEnglish RequiredFinancial Planning and Analysis

Description

  • Deliver tailored financial guidance and solutions to clients
  • Review and prioritize incoming leads and service requests
  • Connect clients with internal partners according to their needs and asset levels
  • Meet with clients to understand their investment and financial objectives
  • Create financial plans using brokerage, banking, and managed-money products, including stocks, bonds, mutual funds, and annuities
  • Recommend banking and investment approaches that reflect each client’s goals and circumstances
  • Manage operational and client-related risks in daily work
  • Develop prospective client relationships through referrals and financial center outreach
  • Support referral partners through coaching and constructive feedback
  • Complete all required training and licensing requirements
  • Obtain and maintain registration under the SAFE Act
  • Train at a designated financial center and, if needed, begin in a phone-based role until a reasonably commutable center is identified

Requirements

  • Hold Series 7 and Series 66 licenses, or Series 63 and Series 65 instead of Series 66
  • Candidates with only Series 63 or Series 65 must obtain the missing license within 60 days
  • Have at least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
  • Have at least one year of experience in financial services or a sales setting with demonstrated goal attainment
  • Hold a high school diploma, GED, secondary-school credential, or equivalent
  • Demonstrate the ability to establish and achieve goals
  • Build and maintain strong professional relationships
  • Collaborate effectively with colleagues and partners
  • Communicate clearly and confidently
  • Manage objectives, handle complexity, prioritize work, and deliver in a fast-paced setting
  • Learn and adjust to new information while determining appropriate client solutions
  • Manage time and workload efficiently
  • Apply relevant regulatory due diligence to daily work and long-term client strategies
  • Complete SAFE Act registration, a background check, and ongoing good-standing requirements
  • Spanish-language fluency is preferred
  • Strong computer skills and multitasking ability are preferred
  • Three or more years of financial services or sales experience is preferred
  • CFP or CRPC designation is preferred
  • Insurance licenses are preferred

Benefits

  • Access to affordable, competitive, and flexible benefits
  • Resources supporting physical, emotional, and financial well-being
  • Opportunities for learning, advancement, and long-term career development
  • Training and assistance with required licensing
  • Monday through Friday schedule with rotating Saturdays
  • 40-hour workweek

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