Financial Solutions Advisor - Registration Candidate - South Houston Area
Bank of America ATM
Job Description This requisition contains multiple locations, but there is not an immediate opening for every location listed. The position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance, allowing an appropriate level of flexibility for teammates and businesses based on role‑specific considerations. Expectations and Responsibilities As a Financial Solutions Advisor Stage I (FSA I), you will obtain the required securities industry licenses. Once licensed, you will be taught foundational skills to build and manage client relationships, understand complex financial pictures, and provide personalized advice. You will work in a financial center delivering core banking and investment solutions, helping clients achieve their financial goals. After demonstrating success as a licensed FSA I, you typically progress to Financial Solutions Advisor Stage II, deepening relationships within a portfolio of clients and gaining opportunities for advancement. SAFE Act Requirement The position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register and maintain good standing. Failure to obtain or maintain registration may result in immediate termination. We’ll Help You Build a successful career through world‑class training and onboarding programs. Receive training and one‑on‑one coaching from Academy managers. Grow your business knowledge by using a consultative approach with clients. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses within required time frames. Build your network with banking customers, small‑business owners and higher‑net‑worth clients. Provide end‑to‑end comprehensive advice and recommend strategies to help clients achieve financial goals. Collaborate with core banking and investment partners to meet virtually all client needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self‑disciplined in managing time and capacity. Experience in cultivating client relationships and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results‑driven mindset while prioritizing client interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE). Bachelor's degree and/or a minimum of one year of financial services industry or sales experience. Spanish speaking. Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Schedule Monday – Fridays and rotating Saturdays. Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
- Bank of America is looking for a Financial Solutions Advisor Stage I in Galveston, Texas. The role involves obtaining necessary licenses and providing... ...advice to clients in a financial center setting. Candidates will learn foundational skills to build client relationships...SuggestedWork at officeFlexible hours
$16.5 per hour
...per hour • Location: Houston, TX 77591 • Long-... ...for processing member financial transactions, delivering... ...appropriate banking solutions • Educate members on... ...secure, and organized work area for sensitive... ...career growth, we support candidates throughout every stage...SuggestedHourly payWeekly payTemporary workPart timeShift work- ...is an in‑office company that encourages candidates to discuss workplace expectations,... ...by identifying opportunities to improve financial well‑being. Collaborates with ecosystem... ...customer’s share of wallet. Positions PNC solutions to drive new revenue and customer loyalty...SuggestedTemporary workWork at officeShift work
- ...deliver exceptional customer experiences, educate clients about financial solutions, and process various customer interactions. No extensive... ...degree is required, making this position accessible for candidates looking to enter the financial sector. PNC offers a supportive...SuggestedPart time
- ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...in creating customized customer solutions. Managing Risk – Assessing and... ...Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge,...SuggestedPart timeWork experience placementWork at office
$10k
...Staffing, an Openwork company, has partnered with a well-known financial institution in search for a bank teller in Galveston!... ...companies also includes Openwork, Openwork Health, and Aerospace Solutions. Looking for your dream job or hire? Visit us to say hello and...Hourly payBank staffMonday to FridayShift workNight shift- ...role involves implementing and assessing security technologies, conducting audits, and facilitating security training. The ideal candidate will have a Bachelor's degree in computer science or a related field, along with relevant experience in information systems security...
$74.7k
...information.* Facilitate end user security training.* Conduct risk assessments and business impact analysis to identify vulnerable areas within the County’s critical functions.* Performs related work as assigned.**Minimum Education and Experience Requirements:*** Requires...Work at officeFlexible hours- ...Representative assists AMOCO in achieving its mission of "serving the financial needs of our members" by accurately processing financial... ...and recognized as one of the largest credit unions in the Houston/Galveston area. Our culture is driven by staff who exemplify the...Full timeWork at officeShift work
- ...consult on problem prevention. Maintain and report service/process area outcomes. Assist in developing service/process area policies... ...staffing agency for UTMB does not offer TRS benefits; however, candidates may participate in the 401(k) retirement plan offered through...Contract workWork at officeImmediate startMonday to Friday
- ...in Galveston, Texas is looking for a Teller to handle member transactions, oversee cash withdrawals and check deposits. The ideal candidate will have over 6 months of customer service experience, proficient cash handling skills, and the ability to follow established policies...Work at office
- ...a professional, customer-focused environment where you'll process various transactions and deliver exceptional service. The ideal candidate should have 6 months to 1 year of banking experience and possess strong communication skills. A commitment to accuracy and comfort...Full time
$16 per hour
A well-known staffing company is seeking a Bank Teller in Galveston. The candidate will serve customers, process transactions, and ensure compliance with bank procedures. This role requires 1-3 years of banking experience, and 1-2 years in customer service or sales. The...Hourly payMonday to Friday$50 - $60 per hour
...contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance... ...to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:...Hourly payContract workFor contractorsWork experience placementRemote work- A financial institution is seeking a Loan Underwriter in Galveston, TX. The role involves evaluating loan applications, analyzing financial... ..., and ensuring compliance with lending regulations. Ideal candidates will have a bachelor's degree in finance or a related field...
- ...employee to facilitate access to healthcare services and coordinate financial arrangements for patients. The role involves verifying patient... ...are assessed and communicated effectively. Ideal candidates will have at least one year of relevant experience in billing,...Monday to Friday
- ...Job Title To provide the skills necessary to interview patients for demographic, financial, and third-party payor information to determine their ability to pay for services. Education & Experience Minimum Qualifications: ~ One year of related experience....For contractorsWork at officeLocal areaMonday to Friday
- The University of Texas Medical Branch in Galveston is seeking a candidate to assist with transactional, budget, and analytical support under moderate supervision. This role involves preparing financial reports and presentations, ensuring compliance with rules, and providing...
- ...an individual to assist with transactional and analytical support. The role includes preparing financial reports, presentations, and providing technical expertise. Candidates must possess an associate degree and two years of relevant experience. This position offers the...
- UTMB Health in Galveston, TX is seeking a Financial Analyst II to conduct financial and operational analysis. This role encompasses preparing... ..., and utilizing technology for process improvement. Ideal candidates will possess a Bachelor's Degree in Finance or Accounting and...Remote job
- UTMB Health in Galveston, TX is seeking a Sr. Financial Analyst to oversee the financial aspects of research Centers and Institutes. The ideal candidate will have extensive experience in financial analysis, excellent communication skills, and a Bachelor's degree in Finance...Remote job
- The University of Texas Medical Branch in Houston, TX is seeking a full-time Grants Administrator to oversee and manage all aspects of... ...with research teams, and managing research budgets. The ideal candidate will have strong analytical skills, excellent communication abilities...Full time
- ...transactions including deposits, withdrawals, payments, and transfers. Educate customers on bank products and services that meet their financial needs. Maintain and balance cash drawer with accuracy and accountability. Support branch operations and collaborate with team...Part timeImmediate startAfternoon shift
- ...supportive culture where employees can thrive. Responsibilities Deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Process a variety of customer interactions. Educate customers on...Part timeWork experience placementWork at office
- ...PNC Financial Services Group, Inc. is seeking a Part Time Teller for its Galveston Branch. This role emphasizes delivering an exceptional customer experience aimed at improving financial wellbeing and loyalty. Working in a collaborative and supportive culture, you will...Part time
- Description As a credit union Teller, the responsibilities include processing member transactions, overseeing cash withdrawals and check deposits. Support member engagement by processing teller transactions and making appropriate introductions to member service representatives...Work experience placementWork at office
- ...Staff Job Overview The Associate Vice President for Finance provides strategic and operational leadership for the campus budget and financial activities. This role oversees the development and administration of the university budget, ensures compliance with financial and...Contract work
- ...management activities within the Internal Medicine department. The role involves financial analysis, cost control, and enhancing customer service while facilitating HR policies. The ideal candidate holds a Bachelor’s degree or equivalent and has at least 2 years of related...
- ...coordinate administrative functions within a department. Your role will focus on financial stability through reports, analyses, and cost management while also providing HR support. The successful candidate will assist upper management, ensuring compliant operations within the...
- ...management, supporting HR processes, and ensuring effective customer service. The ideal candidate will have an Associate degree and 2 years of office experience. Proficiency in financial tasks and software tools is crucial. This onsite position offers the opportunity to...Work at office
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