Wealth & Investment Advisor — West Houston Area

Bank of America; Katy (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Restaurant

Job summary

Bank of America in Texas is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, referrals, building financial plans, and recommending brokerage products.

The role requires active licenses, sales experience, and the ability to develop relationships while adhering to regulatory requirements under SAFE Act.

Qualifications

• Requires FINRA Series 7 & 66 licenses with possible substitutions.
• Minimum 1 year experience in investments or financial services.
• Experience in sales environment with goals met.
• Ability to build client relationships and manage multiple requests.
• Willingness to obtain required licenses/trainings (SAFE Act).

Responsibilities

• Works with clients to plan financial goals using brokerage products.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals to internal partners.
• Mitigates and controls risk in daily activities.
• Identifies new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED

Job description

Bank of America in Texas is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, referrals, building financial plans, and recommending brokerage products.

The role requires active licenses, sales experience, and the ability to develop relationships while adhering to regulatory requirements under SAFE Act.