Financial Solutions Advisor - Northwest Houston Area

Bank of America; Cypress (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Advisor in Cypress, Texas. This position involves providing customized financial advice, meeting client needs, and building comprehensive financial plans. Candidates should possess Series 7 & 66 licenses and relevant experience in financial services.

The role requires strong interpersonal skills, adaptability, and the ability to manage goals in a fast-paced environment. A High School Diploma or equivalent is mandatory. This is a Monday to Friday position with rotating Saturdays, offering full-time hours.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year experience in the investments industry.
• Experience in financial services or sales environment.

Responsibilities

• Develop financial plans for clients based on their goals.
• Recommend banking and investment strategies to clients.
• Triages client requests and referrals based on needs.

Skills

Account Management

Advisory

Customer and Client Focus

Oral Communications

Attention to Detail

Education

High School Diploma / GED

Job description

Job Overview

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 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 through required licenses and trainings. This position is subject to SAFE Act registration requirements.

This position is open for the entire market and the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another location is determined that is within a reasonable commuting distance of your home, to the extent permitted by applicable law.

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 your 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 an 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 your 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