Financial Solutions Advisor - Registration Candidate - Central Houston Area
Bank of America, Houston, TX, United States
Overview
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with earning Securities Industry licenses – you receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once licensed, you will learn the foundational skills to acquire, build, and manage client relationships, evaluate clients’ complex financial pictures, and guide them toward solutions that help them live their best financial lives. You will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client‑care approach. This role is the first step in a career path that typically progresses to Financial Solutions Advisor Stage II and beyond.
Benefits and Support
Build a successful career at Bank of America through world‑class training and onboarding programs.
Receive one‑on‑one coaching from Academy managers invested in your success.
Grow business knowledge with a consultative approach that identifies client needs and the appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses through structured lessons and dedicated study time – SIE within 30 days of hiring, Series 7 & 66 within 120 days.
Build your network by 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 that help clients achieve their financial goals.
Collaborate with core banking and investment partners to connect clients to solutions that meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self‑disciplined in managing time and capacity.
Experience cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Result‑driven mindset, prioritizing client interests in a complex, fast‑paced environment.
Ability to execute 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 and Hours
Monday – Fridays and rotating Saturdays.
1st shift (United States of America).
40 hours per week.
Compliance 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 remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
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Benefits and Support
Build a successful career at Bank of America through world‑class training and onboarding programs.
Receive one‑on‑one coaching from Academy managers invested in your success.
Grow business knowledge with a consultative approach that identifies client needs and the appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses through structured lessons and dedicated study time – SIE within 30 days of hiring, Series 7 & 66 within 120 days.
Build your network by 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 that help clients achieve their financial goals.
Collaborate with core banking and investment partners to connect clients to solutions that meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self‑disciplined in managing time and capacity.
Experience cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Result‑driven mindset, prioritizing client interests in a complex, fast‑paced environment.
Ability to execute 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 and Hours
Monday – Fridays and rotating Saturdays.
1st shift (United States of America).
40 hours per week.
Compliance 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 remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
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