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Strategic Financial Solutions Advisor
Job in
Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listed on 2026-07-07
Listing for:
Bank of America
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a knowledgeable financial professional based in Santa Fe, New Mexico, to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, meeting clients to establish financial plans, and recommending appropriate products.
Qualified candidates should hold Series 7 & 66 licenses and have at least one year of experience in the investments industry. The position requires strong engagement with clients and the ability to manage priorities in a fast-paced environment.
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