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 qualified candidate in Humble, Texas, to provide clients with comprehensive financial advice and solutions. Responsibilities include triaging client needs, meeting financial goals, and recommending suitable banking and brokerage products. The ideal applicant should have a Series 7 & 66 licenses, with at least one year of experience in the financial services industry. Strong relationship-building, communication, and time management skills are essential. Monday to Friday schedule with rotating Saturdays, offering opportunities for growth. #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 Humble, TX vacancy
  •  ...Financial Solutions Advisor - Northeast Houston Area Spring, Texas;Conroe, Texas; Conroe, Texas; Kingwood, Texas; Humble, Texas; Conroe, Texas; New Caney, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Humble, TX
    2 days ago
  • 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... 
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Humble, TX
    5 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...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Spring, Montgomery County, TX
    3 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...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Spring, Montgomery County, TX
    1 day ago
  • Responsibilities Provide comprehensive advice and customized solutions to clients Triaging client leads Making referrals to business partners based on client needs Building a financial plan Recommending brokerage products Requirements Currently holds Series 7 &... 
    Suggested

    Jobtailor

    Spring, Montgomery County, TX
    3 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin with licensing (SIE, Series 7, Series 66) and training to build a client base. You will deliver integrated banking and investment advice, grow relationships, and support clients in reaching their... 

    Bank of America

    Spring, Montgomery County, TX
    2 days ago
  • Overview As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, your journey starts with obtaining Securities Industry licenses (SIE, Series7 and Series66). You will receive dedicated training and one‑on‑one coaching from Academy managers, and learn to acquire... 
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Spring, Montgomery County, TX
    2 days ago
  • $45k - $100k

     ...due to the volume of applicants. Join a financial services firm where your contributions...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...  ...Delivering personalized investment and financial solutions to your clients? Taking ownership of... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Humble, TX
    1 day ago
  • Jobtailor in Texas is seeking an Investment Advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, build financial plans, and refer clients to suitable brokerage products. Qualified candidates hold Series 7 and 66 (or 63/65 in... 

    Jobtailor

    Spring, Montgomery County, TX
    3 days ago
  •  ...looking for an FP&A Analyst who will be a key contributor within the Finance team. This role involves supporting strategic decision-making through financial planning, analysis, and reporting, while partnering closely with business leaders to drive performance and support... 

    NavSav Insurance

    Spring, Montgomery County, TX
    1 day ago
  •  ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Spring, Montgomery County, TX
    12 days ago
  • Bank of America is hiring to provide comprehensive advice and customized financial solutions to clients. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products. You will pursue required... 

    Bank of America

    Spring, Montgomery County, TX
    1 day ago
  • Edward Jones is seeking a Financial Advisor to develop and grow their own practice with support from a branch and home-office team. The role emphasizes client-focused financial planning, regulatory compliance, and community engagement in the United States. We offer extensive... 
    Home office

    Edward Jones

    Humble, TX
    1 day ago
  •  ...customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Humble, TX
    4 days ago
  • Fairygodboss is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning to clients in Texas. The role focuses on building...  ...and delivering personalized investment solutions while embracing digital innovations and maintaining... 

    Fairygodboss

    Humble, TX
    5 days ago
  •  ...This is an opportunity to become a trusted financial partner inside a growth-focused...  ...growth initiatives, acquisitions, and other strategic opportunities. Strengthen reporting consistency...  ...business decisions, we would like to hear from you. #J-18808-Ljbffr Evolve HR Solutions
    Local area

    Evolve HR Solutions

    Spring, Montgomery County, TX
    2 days ago
  • $105.5k - $243k

     ...experienced and highly analytical Enterprise Financial Planning & Analysis (FP&A) Senior...  ..., forecasting, financial reporting, and strategic decision-making while driving automation...  ..., visualization, and scalable analytics solutions. Success in this role requires the ability... 
    Work experience placement
    Work at office
    2 days per week

    Socket

    Spring, Montgomery County, TX
    2 days ago
  • Evolve HR Solutions in Spring, TX is seeking a Senior FP&A Analyst to partner with executives and drive...  ...planning and performance. You will translate financial results into actionable business guidance and influence strategic decisions. The role emphasizes building models... 

    Evolve HR Solutions

    Spring, Montgomery County, TX
    2 days ago
  • Fifth Third Bank in Spring, TX is seeking a Personal Banker Associate I to participate in onboarding and education, rotating through operations and Sales & Service. The role focuses on consultative selling, acquiring new households, and deepening existing relationships,...

    Fifth Third

    Spring, Montgomery County, TX
    5 days ago
  •  ...credit facilities, and serves as a key advisor on credit strategy, portfolio composition...  ...analytics, and risk reporting initiatives. Strategic Initiatives Participate in enterprise‑...  ...required. Advanced banking, credit, or financial certifications are preferred. Experience... 
    Full time
    Monday to Friday

    Third Coast Bank

    Humble, TX
    4 days ago
  • Danos, LLC seeks a Land Advisor in Texas to acquire access and lease rights, steward and monetize subsurface assets, and provide strategic advice to maximize value while mitigating risk across the asset life cycle. You will develop and negotiate commercial agreements,... 

    Danos, LLC

    Spring, Montgomery County, TX
    4 days ago
  •  ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the... 
    Temporary work
    Work at office

    PNC Financial Services Group

    Humble, TX
    2 days ago
  • A leading energy firm in Texas seeks a Corporate Development Landman to evaluate strategic growth initiatives such as M&A and joint ventures. The ideal candidate will possess expertise in land and title evaluation, analytical skills, and the ability to collaborate with... 

    Expand Energy

    Spring, Montgomery County, TX
    1 day ago
  •  ...The success of our Upstream, Product Solutions and Low Carbon Solutions businesses is the...  ...Americas Gas & Power Trading   Most financial trading seats are either pure financial...  ...mentor junior talent, and contribute to the strategic direction of the book. ~ Experience... 
    Price work
    Part time
    Local area
    Immediate start
    Flexible hours

    ExxonMobil

    Spring, Montgomery County, TX
    7 days ago
  •  ...what we stand for.   The success of our Upstream, Product Solutions and Low Carbon Solutions businesses is the result of the talent...  ...through data-driven analysis. Strong analytical and strategic thinking skills, with the ability to synthesize complex market... 
    Local area

    ExxonMobil

    Spring, Montgomery County, TX
    a month ago
  •  ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your...  ...requirements while marketing and promoting the financial products offered by Chase. You will have...  ...nonprofits and cities grow, delivering solutions to solve all their financial needs. We... 
    Work experience placement
    Local area
    Immediate start
    Relocation

    JP Morgan Chase

    Humble, TX
    4 days ago
  •  ...experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet....  ...partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.* Drives proactive sales... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Humble, TX
    2 days ago
  •  ...clients and process cash transactions using self-service resources. You will build relationships and connect clients with solutions to their financial goals. The role emphasizes risk culture, operational excellence, and meeting client needs while offering flexible... 
    Flexible hours

    Bank of America

    Spring, Montgomery County, TX
    1 day ago
  • $51.19k

     ...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate...  ...providing appropriate guidance and perspective about Regions’ solutions Conducts outbound phone calls using generated customer and... 
    Full time
    Flexible hours

    Regions Bank

    Spring, Montgomery County, TX
    1 day ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection....  ...of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank's risk culture... 
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Spring, Montgomery County, TX
    1 day ago

Do you want to receive more vacancies?

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