Bank of America
Financial Solutions Advisor - Central Houston Area
Houston · Full-time · Posted Sep 1, 2026
- Experience
- At least one year in investments and at least one year in financial services and/or sales; desired: at least three years in financial services and/or sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and plans, recommends banking and investment solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and strategies aligned with clients’ goals.
- Triage client requests and refer them to internal service providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65 instead); if holding only a 63 or 65, must pass the missing exam within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Strong computer skills; three or more years of financial-services and/or goal-based sales experience; additional professional designations or insurance licenses.
Model-written summary · the original posting is authoritative