Bank of America
Financial Solutions Advisor - West Houston Area
Houston +3 · Full-time · Posted Oct 8, 2026
- Location
- Houston
Sugar Land
Katy
Stafford - Experience
- At least one year in the investments industry 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 a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions, helping clients develop plans to meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with client needs.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Engage potential clients, manage risk, and coach referral partners on client needs and recommended services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65 with the missing series passed within 60 days of an offer.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Model-written summary · the original posting is authoritative