Wealth & Investment Solutions Advisor
Job in
Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listed on 2026-07-06
Listing for:
Bank of America
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America, located in Santa Fe, New Mexico, is looking for a Client Advisor to provide tailored financial advice and solutions. Responsibilities include developing financial plans, recommending investment strategies, and engaging new clients.
The ideal candidate will hold necessary licenses such as Series 7 & 66 and have a minimum of one year in the financial services industry, demonstrating strong communication and relationship-building skills.
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