Bank of America
Merrill Financial Solutions Advisor (Partially Licensed): Houston Galleria(Galveston)
Galveston +1 · Full-time · Posted Sep 25, 2026
- Location
- Galveston
Lake Jackson - Experience
- 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry.
About the job
Develops relationships with affluent and high-net-worth clients, assesses their financial goals, and learns to recommend investment and banking solutions while building an advisory business.
What you'll do
- Review client goals and present tailored investment advisory strategies.
- Build client relationships, prospect for new business, and develop a sustainable book of business.
- Connect clients with appropriate banking and investment solutions while managing risk and maintaining operational accuracy.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE).
- 4+ years of progressive professional and/or military experience.
- 2+ years of experience in the investments industry.
- Ability to obtain Series 7 and 66 licenses within allotted program time.
Nice to have
- Experience in financial services or a goal-oriented sales environment.
- Bachelor's Degree, preferably in business-related field.
Model-written summary · the original posting is authoritative