Strategic Financial Solutions Advisor

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

Job summary

Bank of America is seeking a dedicated financial advisor in Houston, Texas. The role involves providing tailored financial solutions, guiding clients on investment products, and fostering client relationships to meet financial goals.

Preferred candidates will have at least one year of investment industry experience and hold relevant licenses. A strong focus on customer service and the ability to adapt to client needs are essential for success in this fast-paced environment.

Qualifications

• At least one year of experience in the investments industry with knowledge of products and services.
• Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66).
• Experience in a sales environment where goals were met or exceeded.

Responsibilities

• Works with clients to plan short-and long-term financial goals.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to appropriate internal providers.

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 / Secondary School or equivalent

Job description

Bank of America is seeking a dedicated financial advisor in Houston, Texas. The role involves providing tailored financial solutions, guiding clients on investment products, and fostering client relationships to meet financial goals.

Preferred candidates will have at least one year of investment industry experience and hold relevant licenses. A strong focus on customer service and the ability to adapt to client needs are essential for success in this fast-paced environment.