Financial Solutions Advisor Registration - Mexico and El Paso, TX Area

Financial Solutions Advisor – New Mexico and El Paso, TX Area

Locations:
Santa Fe, New Mexico;
El Paso, Texas;
Albuquerque, New Mexico.

To proceed with your application, you must be at least 18 years of age.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Work Schedule:

Monday-Friday + some Saturdays as required. Example: 8am-5pm.

Shift: 1st shift (United States of America)

Hours Per Week: 40

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires SAFE Act registration and ongoing compliance.

• Works with clients to plan short‑ and long‑term financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies aligned with client goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential products.

• Currently holds Series 7 & 66 (or Series 63/65 in lieu of 66) licenses.
• At least one year of experience in the investments industry with in‑depth knowledge of investment products and services.
• At least one year of experience in the financial services industry or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, build strong relationships, collaborate effectively, communicate confidently, manage goals in a fast‑paced environment, learn and adapt, manage time and capacity, and incorporate regulatory due diligence.

• Spanish Bilingual (contingent upon location).
• Strong computer skills and ability to multitask.
• At least three years experience in the financial services industry or a sales environment.
• Professional designations such as CFP or CRPC.
• Insurance licenses.

• Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causation Analysis, Written Communications.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

To view the "Know Your Rights" poster,  https://(Use the "Apply for this Job" box below). Your Rights
6.12.pdf

View the LA County Fair Chance Ordinance -