Bank of America
Financial Solutions Advisor - Northwest Houston Area
Cypress +2 · Full-time · Posted Oct 8, 2026
- Location
- Cypress
Houston
Spring - Experience
- At least one year in investments and at least one year in financial services and/or a goal-based sales environment; 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 investment and banking solutions, builds financial plans, and connects clients with appropriate internal partners.
What you'll do
- Develops financial plans and recommends banking and investment strategies aligned with clients’ goals.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Builds client relationships, identifies potential new clients, and manages risk in daily activities.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65 instead); if holding only Series 63 or 65, must pass the missing exam within 60 days of an offer.
- At least one year of experience in the investments industry, including investment training and in-depth product and service knowledge.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
Nice to have
- Bilingual Spanish speaking.
- Strong computer skills; additional designations such as CFP or CRPC, or insurance licenses.
Model-written summary · the original posting is authoritative