Financial Solutions Advisor - Registration Candidate - West Houston Area

About the Role

As a Financial Solutions Advisor Stage I (FSA I), you will begin your journey by obtaining your Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn foundational skills for advising clients, managing relationships, and providing comprehensive financial solutions. After achieving key milestones, you will work in a financial center, delivering core banking and investment services while adhering to Bank of America’s client-centric approach.

Responsibilities

• Obtain SIE, Series 7, and Series 66 licenses within specified timelines (SIE within 30 days, Series 7 & 66 within 120 days).
• Build and manage client relationships, understanding their financial needs and providing tailored advice.
• Deliver end-to-end financial solutions, including client reviews and presentations.
• Collaborate with banking and investment partners to meet client needs.
• Engage with diverse clients, from banking customers to higher net worth individuals.
• Adapt to new technologies and applications to support client interactions.

Requirements

• Aptitude and commitment to obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Ability to create strong peer relationships through communication and collaboration.
• Results-driven mindset with a focus on client interests in a fast-paced environment.
• Capability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology.

Qualifications

• High School Diploma / GED / Secondary School or equivalent (minimum requirement).
• Desired: FINRA Securities Industry Essentials (SIE) license.
• Desired: Bachelor’s degree and/or 1+ years of financial services or sales experience.
• Desired: Spanish-speaking skills.

Skills

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Schedule

Monday – Friday and rotating Saturdays, 1st shift, 40 hours per week.

This position is open for the entire market, and the specific Financial Center location will be based on business needs. Training will occur at one financial center, with the potential to start in a phone-based capacity until a permanent location is determined.