Bank of America
Financial Solutions Advisor - South Houston Area
Dickinson +8 · Full-time · Posted Oct 8, 2026
- Location
- Dickinson
Sugar Land
Rosenberg
Houston
Baytown
Galveston
Pasadena
League City
Pearland - Experience
- At least one year in the investments industry and at least one year in financial services and/or a qualifying sales environment; three years in financial services and/or a qualifying sales environment is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides clients with financial plans and tailored banking and investment strategies to help meet their short- and long-term goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with client needs.
- Triage client requests, refer them to internal partners, and develop potential new clients.
- Manage risk and coach referral partners on client needs and appropriate services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; candidates missing Series 66 must pass the missing series 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 in financial services and/or a sales environment where goals were met or exceeded.
Nice to have
- Bilingual Spanish speaking.
- Additional professional designations (CFP and/or CRPC) or insurance licenses.
Model-written summary · the original posting is authoritative