Bank of America
Financial Solutions Advisor - Registration Candidate - Albuquerque & Santa Fe Area
Albuquerque +2 · Full-time · Posted Oct 5, 2026
- Location
- Albuquerque
Rio Rancho
Santa Fe - Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification, alongside a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then advises clients on banking and investment solutions and builds client relationships at a financial center.
What you'll do
- Earn required securities licenses and complete advisor training.
- Assess client needs and recommend financial strategies and solutions.
- Build client relationships, conduct reviews and presentations, and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills.
- Self-discipline, ability to manage multiple tasks, and a results-driven, client-focused approach.
Nice to have
- 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.
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative