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Client Solutions Advisor - Financial Planning & Licensing
Job in
Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listed on 2026-06-23
Listing for:
Bank of America
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) to build and manage client relationships while delivering financial solutions. This position requires obtaining necessary securities licenses and focuses on client advisement.
The ideal candidate demonstrates strong communication, self-discipline, and a results-driven mindset prioritizing client interests in a fast-paced environment.
Flexible work schedule with some Saturday shifts required.
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