Strategic Financial Solutions Advisor

Bank of America; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America in Houston is seeking a knowledgeable professional to advise clients on financial goals. The role involves triaging leads, recommending investment strategies, and building comprehensive financial plans tailored to client needs.

Candidates must hold relevant licenses and have at least a year of experience in the financial services industry. Strong relationship building and effective communication skills are essential.

This position requires a fast-paced approach and a willingness to learn and adapt.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• At least one year experience in the financial service or sales environment.
• Demonstrated goal setting and achievement.

Responsibilities

• Plans and builds financial goals with clients using brokerage products.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.
• Mitigates and controls risk in daily activities.

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

Education

High School Diploma / GED

Job description

Bank of America in Houston is seeking a knowledgeable professional to advise clients on financial goals. The role involves triaging leads, recommending investment strategies, and building comprehensive financial plans tailored to client needs.

Candidates must hold relevant licenses and have at least a year of experience in the financial services industry. Strong relationship building and effective communication skills are essential.

This position requires a fast-paced approach and a willingness to learn and adapt.