Financial Solutions Advisor - West Houston Area

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders. This role is part of an in-office culture with specific requirements for office-based attendance, allowing for role-specific flexibility.

About the role

This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. This role requires SAFE Act registration, including background checks and maintaining good standing in the federal registry system.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking or money-managed solutions.
• Recommends banking and investment strategies aligned with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If missing the 66, a passing score must be achieved within 60 days of hire.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded.

Qualifications

• Sets and accomplishes goals, achieving objectives with determination.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently, engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Adapts to new information, seeks solutions for clients, and enjoys learning.
• Efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into daily activities and long-term client strategies.

Desired Qualifications

• Bilingual (Spanish).
• Strong computer skills with the ability to multitask in a demanding environment.
• At least three years of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Skills

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Education

High School Diploma / GED / Secondary School or equivalent.

Schedule

• Monday - Friday and rotating Saturdays.
• 1st shift (United States of America).
• 40 hours per week.

This position is open for the entire market. Training will occur at one financial center, followed by a potential phone-based role until a permanent financial center location is assigned within a reasonable commuting distance, as permitted by applicable law.