Licensed Financial Solutions Advisor

Bank of America; Tomball (TX); On-site; USD 55,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing, building client relationships, and delivering comprehensive financial guidance. You will start in a financial center, advancing through stages to provide integrated banking and investment solutions.

The role emphasizes in-office collaboration, a defined developmental path, and training in SIE, Series 7, and 66 licenses while supporting client needs and financial goals.

Qualifications

• Licensing required for SIE, Series 7 and Series 66; training provided.
• Strong time management and capacity, self-discipline.
• Experience in cultivating client relationships and needs assessment.
• Proven ability to build peer relationships through communication and collaboration.
• Ability to operate in a fast-paced, client-focused environment.
• Willingness to learn and adapt to new technologies.

Responsibilities

• Provide end-to-end financial guidance and client reviews.
• Deliver solutions by coordinating with banking and Merrill partners.
• Develop relationships with a diverse client base, including high net worth clients.
• Assist clients in achieving financial goals and life priorities.
• Collaborate with core banking and investment teams to meet client needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing, building client relationships, and delivering comprehensive financial guidance. You will start in a financial center, advancing through stages to provide integrated banking and investment solutions.

The role emphasizes in-office collaboration, a defined developmental path, and training in SIE, Series 7, and 66 licenses while supporting client needs and financial goals.