Financial Solutions Advisor - Registration Candidate - West Houston Area

Bank of America

2d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses, followed by instruction in foundational advisory skills. These include acquiring, building, and managing client relationships; understanding clients’ complex financial situations; and providing advice and solutions to support their financial goals. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and provide client care. The role progresses typically to Financial Solutions Advisor Stage II, where the advisor develops relationships with a portfolio of clients and may pursue other career opportunities within Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

The position is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. Registration must be maintained in good standing; failure to obtain or maintain it may result in immediate termination.

The role is open across the market. Training takes place at one financial center, and work may initially be phone-based until a financial center assignment within reasonable commuting distance is determined, as permitted by applicable law. The position follows a first shift schedule, Monday through Friday with rotating Saturdays, for 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• High school diploma, GED, secondary school, or equivalent.
• Must complete SAFE Act registration and the required background check and maintain registration in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.
• Spanish-speaking ability.

Responsibilities

• Develop client relationships by identifying needs and recommending appropriate solutions using a defined consultative approach.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions, collaborating with core banking and investment partners.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial center or potentially in a phone-based capacity.
• Obtain and maintain required securities industry licenses and SAFE Act registration.
• Manage multiple tasks while prioritizing clients’ interests in a fast-paced environment.

Benefits

• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated study time and structured lessons for securities licensing exams.
• Career development programs, tools, and resources through the Academy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED