Financial Solutions Advisor - Registration Candidate - South Houston Area
Bank of America
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
- ...Financial Solutions Advisor - Registration Candidate - South Houston Area Houston, Texas;Pearland, Texas; Sugar Land, Texas; Pearland, Texas; Galveston, Texas; Baytown, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge (...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...crossroads, a career as a financial advisor may be the right change for... ...personalized investment and financial solutions to your clients? Taking... ...Skills and Qualifications Candidates should have at least one of... .... Financial services registration, licensing, or...SuggestedWork at officeLocal areaWork from homeHome office
- ...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 the...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- 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- ...Texas Medical Branch is seeking a Patient Registration Specialist to facilitate access to... ...patients. This role involves coordinating financial arrangements, verifying patient... ...among patients and treatment teams. Ideal candidates will possess an Associate’s Degree and...Monday to Friday
- ...executive leadership team Optimize the financial reporting process and effectively... ...and optimization Identify trends and areas for management attention, indicators of... ...improved products for today and sustainable solutions for tomorrow. Our chemistry is at work every...Work from home2 days per week
- Edward Jones is seeking a financial advisor in Galveston, Texas, to guide clients toward achieving their financial goals. This role involves... ..., training, and resources for your success. The successful candidate will thrive in an inclusive environment, demonstrating...
- ...where employees can thrive. We encourage candidates to connect with their recruiter and... ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...in creating customized customer solutions. Managing Risk - Assessing and effectively...Full timePart timeWork experience placementWork 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...Part time
- ...by identifying opportunities to improve financial wellbeing and collaborate with... ...client interaction to identify appropriate solutions and leverage ecosystem partnerships. Create... ...Framework. Qualifications Successful candidates must demonstrate appropriate knowledge,...Work experience placement
- ...We are seeking a senior-level Workday Financials Consultant/Analyst to join a high-performing... ...to deliver scalable, long-term solutions. Enterprise experience strongly preferred... ...as a flexible resource across priority areas based on business demand - Support production...Contract workRemote workFlexible 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
$58 per hour
...Cisco FTD Expertise in designing secure networks Collaborates with colleagues on authentication, authorization, and encryption solutions Manage, maintain, monitor and continuously improve enterprise perimeter security solutions. Ensure all controls are adequately...Contract workWork at office$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- ...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...
- ...industries. We rank among the leaders in areas like application development and AI/ML,... ...We are looking for a Senior Workday Financials Consultant to provide additional delivery... ...within a lean, high-performing Finance Solution Delivery team. You will partner with Finance...Full timeContract workWork at officeRemote workVisa sponsorshipWork visaFlexible hoursShift work
- ...customers to understand their specific needs and provide tailored solutions for their business. Over the years we have grown, although our... ...doing: Service account relationships by providing financial advice and counsel on investments to customers and prospective...Work at officeLocal area
- ...projected. # Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. Assists area personnel as required. Assists with training or orientation as needed. Keeps...Full timeWork at officeMonday to FridayNight shiftAfternoon shiftWeekday work
$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...Hourly payBank staffMonday to FridayShift workNight shift- ...new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit... ...extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time. GPACTemporary workInterim role
- ...through proactive sales and service activities, managing customer experiences, and adhering to risk management protocols. Ideal candidates should have 3+ years of relevant experience and strong customer service skills. The position offers a range of benefits, including...
- 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...
$15 per hour
...Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team... ...compassion, and helping others.The willingness to seek quality-driven solutions and embrace new ideas.Absolute team player - pitching in when...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- ...equivalent in related field. Three years related experience in a financial or related field. Job Summary To perform financial... ...projects. Proactively seeks and implements efficiencies in all areas of job responsibilities. Perform other duties as assigned....For contractorsWork at officeLocal areaRemote workWork from homeMonday to Friday
- ...equivalent in related field. Four years related experience in a financial or related field. Job Description: To perform complex... ...knowledge of Institution, integration of department with other areas of the Institution, and department specific processes. Mentors...Temporary workFor contractorsLocal areaRemote workMonday to FridayWeekend work
- ...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
- ...: ~ One year of related experience. JOB SUMMARY: To provide the skills necessary to interview patients for demographic, financial, and third-party payor information to determine their ability to pay for services. MAJOR DUTIES / CRITICAL TASKS: Gathers all...Work at officeMonday to Friday
- ...line. This role involves managing staff, ensuring compliance with regulations, and providing excellent member service. The ideal candidate will have 2-5 years of relevant experience and strong leadership skills. Key responsibilities include transaction processing, staff...Full time
- ...Glimpse of the Job 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
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