Financial Solutions Advisor - Registration Candidate - South Houston Area

Bank of America • Pearland, TX

1d • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), you begin by preparing for and obtaining securities industry licenses through dedicated classes and study time. After licensing, you learn foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ complex financial situations; and guiding them with advice and solutions. After reaching key milestones, you work in a financial center to deliver the bank’s core banking and investment solutions and client care. Training, coaching, programs, tools, and resources support your development. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio and may pursue other roles at Bank of America and Merrill.

The role is subject to SAFE Act registration requirements, including federal registry registration and a background check. Employees 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. The schedule is Monday through Friday with rotating Saturdays, 40 hours per week, on first shift. The specific financial center location is based on business needs. Training takes place at one financial center, and the role may initially be phone-based until another center within a reasonable commuting distance is determined, as permitted by applicable law.

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.
• High school diploma, GED, secondary school, or equivalent.
• 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.
• Must complete and maintain SAFE Act registration and meet associated background-check requirements.

Nice To Haves

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

Responsibilities

• Use a consultative approach to identify clients’ needs and appropriate solutions.
• Build and manage client relationships, including considering clients’ complex financial situations and advising them on solutions to meet financial goals and priorities.
• Deliver comprehensive advice and conduct client reviews and presentations.
• Work with banking customers, small business owners, and higher-net-worth clients.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Obtain and maintain required securities industry licenses and SAFE Act registration.
• Progress through the advisor development stages and, as a Stage II advisor, grow and deepen relationships within a client portfolio.

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.

What This Job Offers

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