Northeast Houston Financial Solutions Advisor

Bank of America; Humble (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. The role involves triaging client leads, referring to business partners, meeting with clients to review financial goals, and building a tailored financial plan using brokerage products and banking services.

Required licenses (Series 7 & 66) and experience in investments or financial services, with a track record in sales, relationship building, and regulatory due

Qualifications

• Requires active Series 7 & 66 licenses (or 63/65 in lieu).
• Experience in investments or financial services and a sales environment preferred.
• Strong relationship building and goal-driven mindset required.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to appropriate internal partners.
• Mitigate risk as part of daily activities.
• Identify and engage potential new clients through referrals.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Pipeline Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. The role involves triaging client leads, referring to business partners, meeting with clients to review financial goals, and building a tailored financial plan using brokerage products and banking services.

Required licenses (Series 7 & 66) and experience in investments or financial services, with a track record in sales, relationship building, and regulatory due