Financial Solutions Advisor - Registration - Houston Area

Job Description

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once licensed, you will be taught foundational skills to advise clients, build relationships, and guide them through their financial journeys. After achieving key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care.

Success as a licensed FSA I typically leads to progression into Financial Solutions Advisor Stage II, where you deepen client relationships within a portfolio of clients.

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 or maintain SAFE Act registration may result in immediate termination.

Bank of America is committed to an in‑office culture with specific office‑based attendance requirements, allowing appropriate flexibility based on role‑specific considerations.

This position is open for the entire market. If offered, you will train at one financial center and may begin in a phone‑based capacity until another location is determined that is within a reasonable commuting distance.

• 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 by using a defined consultative approach to identify client needs and appropriate solutions.
• Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) within the required timelines.
• Build your network by interacting with banking customers, small business owners, and higher net‑worth clients.
• Provide end‑to‑end comprehensive advice and deliver client reviews and presentations.
• Collaborate with core banking and investment partners to connect clients to solutions.

• Aptitude in obtaining required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Success in building strong peer relationships through effective communication and collaboration.
• Results‑driven mindset with a client‑centric approach in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree or a minimum of one year of financial services industry or sales experience.
• Spanish speaking ability.

• 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

• High School Diploma / GED / Secondary School or equivalent.

• Monday – Fridays and rotating Saturdays.

1st shift (United States of America)

40