Houston Financial Solutions Advisor
Listed on 2026-11-04
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Finance & Banking
Financial Advisor / Consultant
Bank of America in the United States seeks a licensed financial professional to provide comprehensive advisory services. You will triage client leads, refer to partners, meet with clients to review goals, and build financial plans using brokerage products.
This role requires completing licenses and training, and compliance with SAFE Act requirements for mortgage-related activities. The candidate should have Series 7/66 licenses (or 63/65 with plan to pass 66) and relevant experience in
We would love to welcome a new Houston Financial Solutions Advisor to our group in Sugar Land, TX, United States.
Learn more about the Houston Financial Solutions Advisor role in the description above.
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