Financial Advisor – Greater Houston Market

Bank of America

Financial Advisor engaged in developing relationships and delivering investment recommendations for high-net worth individuals in Houston. Collaborating with Merrill Financial Advisor Teams to promote portfolio growth.

Posted 7/15/2026full-timeHouston • Texas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services and investment products, with a strong focus on client relationship management and needs assessment. Proven track record in achieving performance goals through effective communication, networking, and customized solution delivery.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementGoal-Oriented

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Goal ReviewInvestment Product RecommendationCustomized Solution ExecutionPerformance Goal AchievementClient Needs Assessment

Soft Skills

Interpersonal SkillsEffective CommunicationTrust BuildingCollaborative TeamworkStrong Follow-Through

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestment IndustryProspectingNetworkingHigh-Net Worth Individuals

About the role

Key responsibilities & impact

Work with high-net worth individuals identifying needs and developing relationships
Review financial goals
Deliver comprehensive recommendations that align with client goals
Develop a book of business to meet and exceed performance hurdles
Source prospective clients and capitalize on referrals
Assess customer needs
Refer customers to internal specialists
Execute customized solutions to meet client needs
Recommend suitable investment products and services
Organize and manage resources to run a productive practice
Complete mandated training, assessments, performance goals, and continuing education requirements

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Benefits

Comp & perks

World class training and on-boarding programs
One-on-one coaching from award-winning Academy at Bank of America
Collaborative work environment
Opportunities for professional development