Houston Financial Solutions Advisor - Growth & Planning

Bank of America; Houston (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to work with clients on comprehensive financial plans using brokerage products like stocks, bonds, mutual funds, and annuities.

The role requires Series 7 and 66 licenses (63/65 in lieu of 66 acceptable) and at least one year of investments experience, with strong client relationship skills. This is an in-office role with flexible considerations based on position.

Qualifications

• Requires Series 7 and 66 licenses (63/65 in lieu of 66 acceptable).
• At least one year of experience in the investments industry or financial services.
• Ability to develop financial plans and recommendations aligned with client goals.

Responsibilities

• Triages client needs and makes referrals to internal partners.
• Builds and reviews financial plans with clients.
• Recommends brokerage and banking solutions.
• Maintains regulatory due diligence in daily activities.
• Engages potential new clients through referrals or center clientele.

Skills

Account Management

Advisory

Client Focus

Oral Communications

Active Listening

Attention to Detail

Education

Series 7 & 66 licenses

CFP/CRPC desirable

High School Diploma or GED

Tools

Financial planning tools

Job description

Bank of America is seeking a client-focused financial advisor to work with clients on comprehensive financial plans using brokerage products like stocks, bonds, mutual funds, and annuities.

The role requires Series 7 and 66 licenses (63/65 in lieu of 66 acceptable) and at least one year of investments experience, with strong client relationship skills. This is an in-office role with flexible considerations based on position.