Bank of America
Financial Solutions Advisor - Registration Candidate - Central Houston Area
Bank of America, Houston, Texas, United States, 77246
Financial Solutions Advisor – Registration Candidate – Central Houston Area
Join Bank of America as a Financial Solutions Advisor Stage I. You will receive dedicated and personalized training for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon obtaining your licenses, you will acquire foundational skills to build, manage, and deepen client relationships and guide them toward their financial goals.
At Bank of America, we are committed to responsible growth and a culture of inclusion. This role starts with in‑office attendance and offers flexibility based on role‑specific considerations. You will work in a financial center, delivering core banking and investment solutions while engaging with bank customers, small business owners, and high‑net‑worth clients.
This position is subject to SAFE Act registration requirements. Employees involved in residential loan mortgage originations must remain in good standing with the federal registry system. Failure to obtain or maintain SAFE Act registration may result in immediate termination.
We’ll help you
Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
Get training and one‑on‑one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your SIE, Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days—a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net‑worth clients alike. You’ll be able to leverage our relationships with one out of two U.S. households to help eventually grow your business.
Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Spanish speaking.
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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Schedule Monday – Fridays and rotating Saturdays.
Shift 1st shift (United States of America).
Hours Per Week 40.
Seniority Level Internship.
Employment Type Full‑time.
Job Function Consulting, Information Technology, and Sales.
Industry Banking.
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At Bank of America, we are committed to responsible growth and a culture of inclusion. This role starts with in‑office attendance and offers flexibility based on role‑specific considerations. You will work in a financial center, delivering core banking and investment solutions while engaging with bank customers, small business owners, and high‑net‑worth clients.
This position is subject to SAFE Act registration requirements. Employees involved in residential loan mortgage originations must remain in good standing with the federal registry system. Failure to obtain or maintain SAFE Act registration may result in immediate termination.
We’ll help you
Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
Get training and one‑on‑one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your SIE, Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days—a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net‑worth clients alike. You’ll be able to leverage our relationships with one out of two U.S. households to help eventually grow your business.
Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Spanish speaking.
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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Schedule Monday – Fridays and rotating Saturdays.
Shift 1st shift (United States of America).
Hours Per Week 40.
Seniority Level Internship.
Employment Type Full‑time.
Job Function Consulting, Information Technology, and Sales.
Industry Banking.
#J-18808-Ljbffr