Houston Financial Solutions Advisor

Bank of America; Sugar Land (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a licensed financial professional to provide comprehensive advisory services. You will triage client leads, refer to partners, meet with clients to review goals, and build financial plans using brokerage products.

This role requires completing licenses and training, and compliance with SAFE Act requirements for mortgage-related activities. The candidate should have Series 7/66 licenses (or 63/65 with plan to pass 66) and relevant experience in

Qualifications

• License requirements: Series 7 & 66 (or 63/65 with plan to pass 66)
• Investments industry experience (1+ year)
• Financial services sales experience (1+ year)
• Strong relationship-building and client communication skills
• Ability to manage goals and multitask in a fast-paced environment
• Regulatory due diligence and compliance knowledge

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers.
• Mitigate risk as part of daily activities and maintain client records.
• Identify new clients via referrals and existing center clientele.
• Coach and provide feedback to referral partners to grow business

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a licensed financial professional to provide comprehensive advisory services. You will triage client leads, refer to partners, meet with clients to review goals, and build financial plans using brokerage products.

This role requires completing licenses and training, and compliance with SAFE Act requirements for mortgage-related activities. The candidate should have Series 7/66 licenses (or 63/65 with plan to pass 66) and relevant experience in