Bank of America
Financial Solutions Advisor Registration Candidate- ORACLE LIMBERLOST
Tucson · Full-time · Posted Oct 22, 2026
- Experience
- One year of financial services industry or sales experience is listed as a desired qualification, alternatively a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized banking and investment solutions, builds financial plans, and refers clients to appropriate internal partners.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions; recommend strategies aligned with client goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and cultivate client relationships.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration skills; ability to manage multiple tasks and adapt to new technology.
- Self-discipline and a results-driven approach that prioritizes client interests.
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.
Model-written summary · the original posting is authoritative