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Financial Solutions Advisor I: License Path & Client Growth
Job in
Rio Rancho, Sandoval County, New Mexico, 87144, USA
Listed on 2026-08-02
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then build core advisory skills. You will learn to acquire and manage client relationships and guide them through investment solutions aligned with their financial goals.
Upon licensure, you’ll work in a financial center to deliver banking and investment guidance, collaborating with partners and growing your portfolio.
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