Bank of America
Financial Solutions Advisor - Registration Candidate - West Houston Area
Houston +1 · Full-time · Posted Oct 22, 2026
- Location
- Houston
Katy - Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then helps financial-center clients understand their needs and access banking and investment solutions.
What you'll do
- Obtain securities licenses through structured training and meet required licensing deadlines.
- Build client relationships, assess financial needs, and recommend strategies and solutions.
- Deliver client reviews and presentations, and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline, effective communication and collaboration, and a results-driven, client-focused approach.
- Ability to manage multiple tasks and adapt to new technology or applications.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience; Spanish speaking.
Tools
SIE, Series 7, Series 66, 63, 65
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