Bank of America
Financial Solutions Advisor - Wilmot and Broadway
Tucson · Full-time · Posted Sep 29, 2026
- 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 the latter area.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommends banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions; recommend strategies aligned with clients’ goals.
- Triage client requests and refer them to internal providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and suitable services.
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 product and service knowledge.
- At least one year of financial-services and/or sales-environment experience where goals were met or exceeded.
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 qualifying sales experience.
Model-written summary · the original posting is authoritative