Talent.com
Financial Solutions Advisor - South Houston Area

Financial Solutions Advisor - South Houston Area

Bank of AmericaDickinson, TX, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Financial Advisor

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities :

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investment strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Has at least one year experience working in the financial service industry and / or a sales environment where goals were met or exceeded.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

    • Desired Qualifications :

  • Bi-lingual Spanish speaking
  • Strong computer skills with an ability to multitask in a demanding environment.
  • At least three years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).
  • Obtained your insurance licenses.

    • Skills :

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

    • Minimum Education Requirement :

  • High School Diploma / GED / Secondary School or equivalent

    • Schedule : Monday - Friday and rotating Saturdays

    Shift : 1st shift (United States of America)

    Hours Per Week : 40

    serp_jobs.job_alerts.create_a_job

    Financial Advisor • Dickinson, TX, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    BOK FinancialHouston, TX, US
    serp_jobs.job_card.full_time
    You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice.You make...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor Trainee-Houston, TX

    Financial Advisor Trainee-Houston, TX

    Raymond James FinancialHouston, TX, US
    serp_jobs.job_card.full_time
    Advisor Mastery Program (AMP) - Financial Advisor Trainee.Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Consumer Investments - Northwest Houston Area

    Financial Solutions Advisor - Consumer Investments - Northwest Houston Area

    Bank of AmericaHouston, TX, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Advisor.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 G...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Financial Relationship Consultant

    Senior Financial Relationship Consultant

    Texas Capital BankHouston, TX, US
    serp_jobs.job_card.full_time
    Texas Capital Banking Position.Texas Capital is built to help businesses and their leaders.Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works fo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Teacher's Pension and Insurance ServicesHouston, TX, US
    serp_jobs.job_card.full_time
    Financial Advisor K12 Retirement Specialist (403b / 457b).Join a proven system where advisors build six-figure practices serving the underserved K12 market. We're currently scheduling presentations f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Central Houston Area

    Financial Solutions Advisor - Central Houston Area

    Bank of AmericaHouston, TX, US
    serp_jobs.job_card.full_time
    Job Opportunity At Bank of America.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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor - Houston

    Wealth Advisor - Houston

    BankTalent HQHouston, TX, United States
    serp_jobs.job_card.full_time
    At Amegy Bank, people and culture are at the heart of everything we do.We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team.We...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor - Wellby Financial

    Financial Advisor - Wellby Financial

    LPL FinancialHouston, TX, US
    serp_jobs.job_card.full_time
    Financial Advisor - Wellby Financial.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Wellby Financial...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Solutions Advisor - Kirby Financial Center

    Business Solutions Advisor - Kirby Financial Center

    Bank of AmericaHouston, TX, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Advisor.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 G...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Aid Advisor

    Financial Aid Advisor

    USA JobsHouston, TX, US
    serp_jobs.job_card.full_time
    Financial Aid Advisor - Lincoln Tech - Houston Campus.We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce77259 Houston, TX, US
    serp_jobs.job_card.full_time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce77287 Houston, TX, US
    serp_jobs.job_card.full_time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Northwest Houston Area

    Financial Solutions Advisor - Northwest Houston Area

    Bank of AmericaHouston, TX, US
    serp_jobs.job_card.full_time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FINANCIAL AID ADVISOR

    FINANCIAL AID ADVISOR

    College of Health Care ProfessionsHouston, TX, US
    serp_jobs.job_card.full_time
    Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love wor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Advisor - Houston

    Advisor - Houston

    Brighton JonesHouston, TX, US
    serp_jobs.job_card.full_time
    Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Financial Advisor

    Senior Financial Advisor

    LPL FinancialHouston, TX, US
    serp_jobs.job_card.full_time
    Do you thrive in a competitive, team oriented, and client centric environment? Are you looking for a supportive, education focused environment to enhance your wealth management skillset? Are you an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - West Houston Area

    Financial Solutions Advisor - West Houston Area

    Bank of AmericaHouston, TX, US
    serp_jobs.job_card.full_time
    Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make fina...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Advisor Development Program Financial Solutions Advisor Trainee : Greenspoint FC, Greater Houston

    Advisor Development Program Financial Solutions Advisor Trainee : Greenspoint FC, Greater Houston

    Bank of AmericaHouston, TX, US
    serp_jobs.job_card.full_time
    Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I).At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every conn...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days