Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Solutions Advisor

Bank of America ATM

Bank of America is seeking a client‑focused financial professional in Texas to advise clients on financial plans and brokerage products, including stocks, bonds, funds, and banking solutions. You will review goals, triage referrals, and collaborate with partners to deliver tailored solutions. Expect a structured training path under SAFE Act requirements. This role involves meeting clients, building plans, and maintaining strict regulatory due diligence while working within a dynamic retail #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Advisor in Sugar Land, TX vacancy
  •  ...Job Description 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... 
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sugar Land, TX
    1 day ago
  •  ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas; Baytown, Texas; Galveston, Texas; Houston, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas To proceed with your application, you must be... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sugar Land, TX
    16 hours ago
  •  ...Financial Solutions Advisor - Registration Candidate - South Houston Area Houston, Texas;Pearland, Texas; Houston, Texas; Sugar Land, Texas; Pearland, Texas; Galveston, Texas; Baytown, Texas To proceed with your application, you must be at least 18 years of age.... 
    Suggested
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sugar Land, TX
    1 day ago
  • Bank of America is seeking a Financial Advisor in Stafford, Texas, to provide customized advice and solutions to clients aiming to meet their financial objectives. This role involves working with clients to develop financial plans, recommending suitable brokerage products... 
    Suggested
    Monday to Friday

    Bank of America

    Stafford, TX
    1 day ago
  • Bank of America is seeking a financial advisor in Sugar Land, Texas, responsible for providing tailored financial solutions to clients. You will triage client leads, recommend brokerage products, and help build financial plans. The role requires a strong background in... 
    Suggested
    Flexible hours

    Bank of America

    Sugar Land, TX
    4 days ago
  • Bank of America in Sugar Land is seeking a Financial Solutions Advisor Stage I to build client relationships and provide financial solutions. You'll receive training to obtain necessary licenses and advance within the organization. In this position, you will work with clients... 

    Bank of America

    Sugar Land, TX
    16 hours ago
  •  ...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...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Rosenberg, TX
    4 days ago
  • IES Residential is looking for a highly skilled FP&A Analyst based in Sugar Land, Texas. The successful candidate will deliver strategic financial insights and support key decision-making for our residential construction business. Responsibilities include developing... 

    IES Residential

    Sugar Land, TX
    16 hours ago
  • A technology innovator is hiring a Senior FP&A Analyst in Stafford, TX. This role involves driving financial planning processes and providing insights for strategic decision-making. Candidates should have a Bachelor’s degree in finance and over 5 years of experience in... 

    Microvast

    Stafford, TX
    16 hours ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...  ...to new information seeking the right solutions for clients Comfortable in your ability... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Sugar Land, TX
    3 days ago
  • Diamond Infrastructure Solutions is seeking a Portfolio Manager to influence its Energy business by supporting existing...  ...Managers, and site leaders across the US Gulf Coast. Strong financial, contractual, and strategic planning skills are essential. #J-18808-Ljbffr Dow... 

    Dow Chemical

    Stafford, TX
    1 day ago
  • Diamond Infrastructure Solutions, aligned with Dow, seeks a Portfolio Manager to influence Diamond’s Energy business by supporting Tenant...  ...Commercial Managers and site leaders. You will help define strategic service offerings and asset strategies, partnering with operations... 
    Contract work

    Dow Chemical

    Sugar Land, TX
    1 day ago
  •  ...Job Description Position Overview The FP&A Analyst delivers strategic financial insights, driving business performance, and supporting key decision...  ...electrical, mechanical and communications contracting solutions for the commercial, industrial, residential and renewable... 
    Contract work
    Temporary work
    For contractors
    Work at office

    IES Residential

    Sugar Land, TX
    16 hours ago
  •  ...our proven customer-centric, end-to-end solutions and exceptionally helpful service, while...  ...significant cost centers and a driver of strategic value across the business. This is a...  ...Professional Services — and will serve as the financial conscience of those organizations.... 

    HCSS

    Sugar Land, TX
    16 hours ago
  •  ...manufactures lithium‑ion battery solutions. By integrating the process...  ...in driving the company's financial planning processes, providing...  ...actionable insights to support strategic decision‑making, and ensuring...  ...analyses to serve as management’s advisor on financial matters.... 
    Permanent employment
    Full time
    Local area

    Microvast

    Stafford, TX
    16 hours ago
  •  ...Increase Financial is a client-focused financial services firm dedicated to providing personalized guidance that is often missing in today...  ...options so they can make informed decisions. The Financial Advisor role at Increase Financial is a full-time, on-site position based... 
    Full time

    Increase Financial LLC

    Missouri City, TX
    16 hours ago
  • Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division. Join a leading national bank that values talent development and fosters an inclusive workplace. Ideal candidates should have at least 6 months of customer interaction experience...

    Quality Talent Group

    Missouri City, TX
    1 day ago
  • Simmons Bank in Stafford, Texas is seeking a Relationship Banker to build and maintain client relationships while providing an exceptional customer experience. Key responsibilities include recommending bank resources, processing customer transactions, and facilitating loans...

    Simmons Bank

    Stafford, TX
    1 day ago
  • PNC is hiring a Personal Banker for their branch in Sugar Land, Texas. This role involves acquiring new customers, enhancing customer loyalty, and effectively managing customer interactions through proactive sales strategies. The ideal candidate will have at least 3 years...

    Fairygodboss

    Sugar Land, TX
    2 days ago
  • Fifth Third Bank is seeking a Personal Banker II in Sugar Land, Texas, to provide exceptional customer experiences. The role involves building and maintaining strong customer relationships through proactive outreach while adhering to bank policies. The ideal candidate will...

    Fifth Third Bank

    Sugar Land, TX
    2 days ago
  • Diamond Infrastructure Solutions is seeking a Portfolio Manager to influence the Energy business by supporting Tenant contracts, shaping...  ...You will develop pricing, manage contract quantities, monitor financial performance, and collaborate with operations to align service... 
    Contract work

    Dow Chemical

    Missouri City, TX
    1 day ago
  •  ...Accountable for identifying strategies and solutions to enhance the healthcare operations...  ...expertise is beneficial in a capacity of expert advisor or consultant or attend as appropriate...  ...to the achievement of the overall strategic objectives of the organization. Ensures... 

    Memorial Hermann Health System

    Sugar Land, TX
    2 days ago
  •  ...About Diamond Infrastructure Solutions (website opens in a new tab) Diamond Infrastructure...  ...is an infrastructure-focused company strategically located in the U.S. Gulf Coast – the heart...  ...’s sites. Responsibilities Utilize financial acumen to develop and update pricing formulas... 
    Permanent employment
    Contract work
    For contractors
    Work experience placement
    Visa sponsorship
    Relocation package

    Dow Chemical

    Missouri City, TX
    1 day ago
  •  ...and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts, providing loan options, and helping members with their... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Shift work

    Wellby Financial

    Sugar Land, TX
    11 hours ago
  • A fraternal financial services organization is seeking a financial representative dedicated to helping individuals from all backgrounds achieve their financial goals. You will provide financial guidance and support, create tailored financial plans, and have the opportunity... 

    Modern Woodmen of America

    Missouri City, TX
    2 days ago
  • Loansbyworld in Stafford, TX is seeking a Bilingual Financial Services Representative to assist customers on their financial journey. This role involves guiding clients towards better financial choices, processing loans, and providing exceptional customer service. The ideal... 

    Loansbyworld

    Stafford, TX
    2 days ago
  •  ...build strong client relationships and provide personalized loan solutions. The ideal candidate will have banking experience and a...  ...to exceptional customer service. Key duties include assessing financial needs, approving loans, maintaining compliance with regulations... 

    The First State Bank

    Sugar Land, TX
    2 days ago
  •  ...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...  ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities : • Executes... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Stafford, TX
    16 hours ago
  •  ...specializing in large-scale energy projects and retail energy solutions that ensure reliability through cutting-edge natural gas and renewable technologies. Known for their financial strength and strategic vision, they offer a collaborative and fast-paced environment where... 
    Work at office

    Renewyx

    Sugar Land, TX
    1 day ago
  •  ...conversation skills. Delivers client well-being through tailored solutions aligned with clients’ wholistic needs, including deposits,...  ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Sugar Land, TX
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!