Bank of America
Financial Solutions Advisor - Tucson Area
Tucson +1 · Full-time · Posted Aug 13, 2026
- Location
- Tucson
Sierra Vista - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired qualification of at least three years in financial services and/or sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions, builds financial plans, and connects clients with appropriate internal specialists.
What you'll do
- Develop financial plans and recommend brokerage products and strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients and manage risk in daily activities.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65; if holding only one of Series 63 or 65, must pass the missing exam within 60 days of an offer.
- 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 industry and/or sales-environment experience where goals were met or exceeded.
Nice to have
- Bilingual Spanish-speaking.
- Strong computer skills; three or more years of relevant financial-services and/or sales experience; additional professional designations; or insurance licenses.
Model-written summary · the original posting is authoritative