Financial Solutions Advisor - Northeast Houston Area

Bank of America; Humble (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America is seeking a qualified candidate in Humble, Texas, to provide clients with comprehensive financial advice and solutions. Responsibilities include triaging client needs, meeting financial goals, and recommending suitable banking and brokerage products.

The ideal applicant should have a Series 7 & 66 licenses, with at least one year of experience in the financial services industry. Strong relationship-building, communication, and time management skills are essential. Monday to Friday schedule with rotating Saturdays, offering opportunities for growth.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• At least one year experience in financial service sales.
• Ability to set and accomplish goals.
• Strong relationship-building skills.
• Effective and confident communication.
• Ability to manage goals in a fast-paced environment.
• Time management and capacity management skills.
• Thorough in regulatory due diligence.

Responsibilities

• Work with clients to plan financial goals.
• Recommend banking and investment strategies.
• Triaged client requests and make referrals.
• Control risk in daily activities.
• Identify potential new clients.

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

Job description

This job 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 based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and training. This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommends banking and investment strategies that align 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 recommended.

Required Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

Desired Qualifications

• Bi‑lingual Spanish speaking.
• Strong computer skills with the ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained 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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent

Schedule

• Monday – Friday and rotating Saturdays

Shift

1st shift (United States of America)

Hours Per Week

40