Financial Solutions Advisor - Houston Area (Investments)

Bank of America; Houston (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products, banking and wealth management solutions.

Responsibilities include triaging client leads, referrals to business partners, meeting clients, building a financial plan, and ensuring regulatory due diligence and SAFE Act requirements.

Qualifications

• Holds Series 7 & 66 licenses; 63/65 acceptable with plan to complete missing series within 60 days.
• At least 1 year experience in investments and knowledge of investment products and services.
• At least 1 year experience in financial services or a sales environment with goals met or exceeded.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products and banking/wealth management solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and service offerings.

Skills

Investment Advisory

Client Relationship

Regulatory Compliance

Sales & Goals

Communication Skills

Education

High School Diploma / GED

Tools

CRM software

Job description

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products, banking and wealth management solutions.

Responsibilities include triaging client leads, referrals to business partners, meeting clients, building a financial plan, and ensuring regulatory due diligence and SAFE Act requirements.