Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; Houston (TX); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by pursuing Securities Industry licenses (SIE, Series 7, Series 66). The role focuses on building client relationships, delivering tailored financial advice, and collaborating with banking and Merrill partners to meet client needs.

You will train toward the Stage II path, with in-office expectations and a focus on responsible growth and client-first guidance within a diversified financial center.

Qualifications

• Licensing steps and compliance requirements.
• Proven ability to cultivate client relationships.
• Ability to manage competing tasks in a fast-paced environment.
• Self-discipline in time and capacity management.
• Willingness to obtain SIE and securities licenses.

Responsibilities

• Obtain required securities licenses (SIE, Series 7/66).
• Develop and manage client relationships, assess financial needs.
• Deliver comprehensive financial advice and solutions.
• Collaborate with banking and investment partners to meet client needs.
• Progress within the Financial Solutions Advisor track.

Skills

Licensing process

Relationship building

Time management

Communication

Spanish speaking

Tech adaptability

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by pursuing Securities Industry licenses (SIE, Series 7, Series 66). The role focuses on building client relationships, delivering tailored financial advice, and collaborating with banking and Merrill partners to meet client needs.

You will train toward the Stage II path, with in-office expectations and a focus on responsible growth and client-first guidance within a diversified financial center.