Bank of America
Financial Solutions Advisor - Northeast Houston Area
Spring +4 · Full-time · Posted Sep 8, 2026
- Location
- Spring
Conroe
Kingwood
Humble
New Caney - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. Desired: at least three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommends banking and investment strategies, and connects clients with appropriate internal service providers.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions; recommend strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients and support referral partners with coaching and feedback.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65; candidates with only one of Series 63 or 65 may receive an offer contingent on passing the missing exam within 60 days.
- 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.
- Additional designations such as CFP or CRPC, insurance licenses, or at least three years’ financial-services and/or goal-based sales experience.
Model-written summary · the original posting is authoritative