Jobs · Consulting · Texas

Financial Solutions Advisor - Registration Candidate - West Houston Area

Bank of America · Katy, TX · 4 wk ago
ConsultingFull-time

About the role

Please note this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

  • Obtain Securities Industry licenses (SIE, Series 7, Series 66) through dedicated, personalized classes.
  • After licensing, learn foundational advisor skills: acquiring, building, and managing client relationships; considering a client’s complex financial picture; guiding with advice and solutions; humanizing financial interactions.
  • Upon reaching key milestones, work in a financial center delivering Bank of America’s core banking, investment solutions, and client‑care approach.
  • Receive equipment and support needed to progress through development stages.
  • After success as a licensed Financial Solutions Advisor Stage I, typically progress to Financial Solutions Advisor Stage II to practice skills by growing and deepening relationships within a client portfolio.
  • As a successful Financial Solutions Advisor Stage II, have the opportunity to advance into many roles within Bank of America and Merrill.
  • Benefit from Academy support via dedicated programs, tools, and resources throughout your career journey.
  • Comply with SAFE Act registration requirements: register, submit to required background check, and maintain good standing; failure may result in immediate termination.
  • Receive world‑class training and onboarding, including one‑on‑one coaching from Academy managers.
  • Grow business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Earn SIE, Series

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