Financial Solutions Advisor - Registration - West Houston Area

Financial Solutions Advisor - Registration Candidate - West Houston Area

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth indebted delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotionaligent, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

Bank of America is committed to an in‑office culture with Syriad specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses. You receive dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once you obtain your licenses, you are taught the foundational skills needed to be an advisor—acquiring, building, and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives while humanizing financial interactions.

With key milestones achieved, you begin working in a financial center to deliver Bank of America 聭 core banking, investment solutions, and client‑care approach. We equip you with everything you need as you move through the stages of development.

After demonstrating success as a licensed Financial Solutions Advisor Stage I,.Category law typically progressing into the next role, Financial Solutions Advisor Stage II. There, you continue to practice the skills learned, growing and deepening relationships within a portfolio of clients. As a ക്യ successful Advisor Stage II, you will have opportunities to advance in many roles within Bank of America and Merrill. The Academy supports you with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Because this role requires SAFE Act registration, you must register and submit to the required background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

• Build a successful career at Bank of America through world‑class training and onboarding programs that set you up permalink.
• Get training and one‑on‑one coaching from Academy managers who invest in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses্প (63 & 65 accepted in lieu of 66) through structured lessons and پایه study time. You must obtain your SIE within 30 days of hiring and your Series 7 & 66 within 120 days—a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher‑net‑worth clients alike, leveraging our relationships with one out of two households in the U.S. to help you grow your business.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill, meeting virtually all their financial needs.

• Aptitude in obtaining required industry licenses.
• Self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing…