Bank of America
Financial Solutions Advisor - Albuquerque & Santa Fe Area
Albuquerque +2 · Full-time · Posted Oct 6, 2026
- Location
- Albuquerque
Rio Rancho
Santa Fe - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; desired: at least three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals, creates financial plans, recommends investment and banking solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with client goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Engage potential clients, manage risk, and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; candidates missing Series 66 may receive an offer contingent on passing the missing exam within 60 days.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Additional designations such as CFP or CRPC, insurance licenses, or at least three years of financial-services and/or goal-based sales experience.
Model-written summary · the original posting is authoritative