Bank of America
Merrill Financial Solutions Advisor (Partially Licensed)- Houston Market
Houston · Full-time · Posted Aug 12, 2026
- Experience
- 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry.
About the job
Develops client relationships in a Merrill branch, assesses financial goals, and prepares investment recommendations while building a book of business toward an independent financial advisor role.
What you'll do
- Review clients’ financial goals and recommend investment advisory strategies, with guidance from management and advisor teams.
- Connect clients with suitable banking, investment, and Life Priority™ solutions; use available technology and resources to support customer service and business growth.
- Build a network and book of business through training, relationship development, and client acquisition activities.
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
- Bachelor's Degree, preferably in business-related field.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC); insurance licenses.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, 66
Model-written summary · the original posting is authoritative