Financial Solutions Advisor - Registration Candidate - South Houston Area
Bank of America, Houston, TX, United States
Job Description
Financial Solutions Advisor Stage I (FSA I) at Bank of America. The role involves obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training, learning foundational advisory skills, and then working in a financial center to deliver core banking and investment solutions to clients.
This position requires SAFE Act registration for residential loan mortgage originations; employees must maintain registration and comply with federal registry requirements.
Benefits
World‑class training and onboarding programs
One‑on‑one coaching from Academy managers
Structured lessons and dedicated study time to earn SIE, Series 7 and Series 66 licenses (including 63 & 65 in lieu of 66)
Build a network within the financial center, interacting with banking customers, small business owners, and higher net‑worth clients
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 to connect clients to solutions across Bank of America and Merrill products
Required Qualifications
Aptitude in obtaining required industry licenses
Self‑disciplined time and capacity management
Experience cultivating client relationships, accessing needs, and recommending solutions
Strong peer relationships through effective communication and collaboration
Results‑driven mindset prioritizing client interests in a fast paced environment
Ability to execute multiple tasks simultaneously
Adaptability to new technology and applications
Desired Qualifications
Holder of FINRA Securities Industry Essentials (SIE)
Bachelor’s degree or minimum 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
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This position requires SAFE Act registration for residential loan mortgage originations; employees must maintain registration and comply with federal registry requirements.
Benefits
World‑class training and onboarding programs
One‑on‑one coaching from Academy managers
Structured lessons and dedicated study time to earn SIE, Series 7 and Series 66 licenses (including 63 & 65 in lieu of 66)
Build a network within the financial center, interacting with banking customers, small business owners, and higher net‑worth clients
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 to connect clients to solutions across Bank of America and Merrill products
Required Qualifications
Aptitude in obtaining required industry licenses
Self‑disciplined time and capacity management
Experience cultivating client relationships, accessing needs, and recommending solutions
Strong peer relationships through effective communication and collaboration
Results‑driven mindset prioritizing client interests in a fast paced environment
Ability to execute multiple tasks simultaneously
Adaptability to new technology and applications
Desired Qualifications
Holder of FINRA Securities Industry Essentials (SIE)
Bachelor’s degree or minimum 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
#J-18808-Ljbffr