Financial Solutions Advisor - Registration Candidate - South Houston Area
Bank of America, Missouri City, TX, United States
Job Description
As a Financial Solutions Advisor Stage I (FSA I), your career begins with obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. You will then receive dedicated training to acquire, build, and manage client relationships while providing comprehensive, client‑centered financial advice. Your responsibilities include reviewing client financial situations, recommending solutions, delivering client presentations, and collaborating with core banking and investment partners to meet clients’ needs.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and maintain good standing. 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.
Receive training and one‑on‑one coaching from Academy managers.
Grow your business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses within specified timeframes.
Build your network by interacting with banking customers, small business owners, and high‑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.
Collaborate with core banking and investment partners and connect clients to our financial solutions.
Required Qualifications
Aptitude in obtaining industry licenses.
Self‑disciplined time and capacity management.
Experience cultivating client relationships and recommending solutions.
Strong peer relationship skills through effective communication and collaboration.
Results‑driven mindset with a client‑centric focus in a complex, fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Adaptability to new technologies 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
High School Diploma / GED / Secondary School or equivalent.
Employment Information
Schedule: Monday – Fridays and rotating Saturdays.
Shift: 1st shift (United States of America).
Hours per week: 40.
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This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and maintain good standing. 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.
Receive training and one‑on‑one coaching from Academy managers.
Grow your business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses within specified timeframes.
Build your network by interacting with banking customers, small business owners, and high‑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.
Collaborate with core banking and investment partners and connect clients to our financial solutions.
Required Qualifications
Aptitude in obtaining industry licenses.
Self‑disciplined time and capacity management.
Experience cultivating client relationships and recommending solutions.
Strong peer relationship skills through effective communication and collaboration.
Results‑driven mindset with a client‑centric focus in a complex, fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Adaptability to new technologies 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
High School Diploma / GED / Secondary School or equivalent.
Employment Information
Schedule: Monday – Fridays and rotating Saturdays.
Shift: 1st shift (United States of America).
Hours per week: 40.
#J-18808-Ljbffr