Financial Solutions Advisor - Registration Candidate - Albuquerque & Santa Fe Area
Bank of America Corporation
Job Description: Please note this requisition may contain multiple locations but there is not an immediate opening for every location listed. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success. Get training and one‑on‑one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Aptitude in obtaining required industry licenses. Must be self‑disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications: Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Spanish speaking Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America Corporation
- ...teammates’ physical, emotional, and financial wellness through affordable,... ...advice and customized solutions to clients to help them... ...position is subject to SAFE Act registration requirements. Pursuant to... ...Impact Learn about the six areas that guide Bank of America’s...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...our teammates’ physical, emotional, and financial wellness through affordable,... ...providing comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America Corporation seeks a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and 66. Learn to acquire and manage client relationships, guiding them with advice to improve their financial lives. After licensing milestones, move to a financial...Suggested
$82.11k - $102.64k
..., Full-Time, Perm in Albuquerque or Santa Fe, NM # of Positions 1... ...strategically implement solutions to optimize and... ...operations. The ideal candidate for this position will... ...judicial entity and financial software. Audits existing... ...business owner area; business/project planning...SuggestedHourly payPermanent employmentFull timeTemporary workWork at officeFlexible hoursShift work$70k - $130k
...Territory Manager, Surgical Pain - Albuquerque, NM / Santa Fe, NM / Tucson, AZ Here at Avanos Medical... ...ceasing to fight for groundbreaking solutions in everything we do; Making a... ...travel including over-nights. The ideal candidate for the Territory Manager role will utilize...SuggestedContract workLocal areaNight shift- Who We Are At Corebridge Financial, we believe action is everything.... ...experience working as a Financial Advisor.* A proven and successful... ...and state pay-to-play rules. Candidates for the role must not have... ...more please visit:**Functional Area:**SC - Sales CommissionEstimated...Local areaImmediate startRemote workRelocation
$135k - $165k
...Therapy career without giving up your evenings and weekends. Spine Solutions, Inc. (S2) is seeking a licensed or license-eligible Multi-Site Physical Therapist to support our Albuquerque and Santa Fe clinics. This full-time position follows a consistent weekly...Full timeRelocation packageFlexible hoursWeekend workAfternoon shift2 days per week3 days per week- Job Details Job Location: Albuquerque New Mexico Office - Albuquerque, NM 87109 Position Type: Full Time Education Level: 4 Year Degree... ...Information FT/PT/PRN shifts available in Albuquerque/Rio Rancho/Santa Fe/East Mountains. Essential Duties and Responsibilities Spend...Full timeReliefWork at officeWork from homeFlexible hoursShift work
- Job Details Job Location: Albuquerque, NM 87109 Position Type: Full Time Education Level: 4 Year Degree Travel Percentage: Road Warrior... ...Shift: Any FT/PT/PRN Shifts available in Albuquerque/Rio Rancho/Santa Fe/East Mountains Essential Duties and Responsibilities Spend...Full timeReliefWork from homeFlexible hoursShift work
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$75.45k - $113.17k
...utilization management model ~ Ability to function in any home situation regardless of age, race, creed, color, sex, disability, or financial condition of the client You'll be rewarded and recognized for your performance in an environment that will challenge you and...Hourly payMinimum wageFull timeWork experience placementLocal areaWeekend work$20 - $23 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and services, and recommending solutions based on each customer's unique goals and... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Temporary work$1,000 per month
Personal Banker - Bank Job at BOK Financial Location: Albuquerque, NM Req ID: 77046 Areas of interest: Consumer Banker; Consumer Banking Pay Transparency Salary... ...client. Interactions include providing answers or solutions on account activity, teller transactions, digital...Relocation package- UMB Financial Corporation in Albuquerque is seeking a Personal Banker to build lasting relationships, assess customer needs, and recommend financial... ...transportation, and the ability to obtain NMLS registration within 90 days. #J-18808-Ljbffr UMB Financial CorporationAfternoon shift
- BMO Financial Group in Albuquerque is seeking an originator of consumer loans within our branch network. You will assess customer needs, advise on banking and lending solutions, and guide clients through the application process while ensuring regulatory compliance. This...
$50k - $80k
...Bankers Life® Financial Advisors help clients live more and worry less through... ...and find financial solutions with help from industry‑leading... ...and build a team The ideal candidate will have: Active Life &... ...more about our mission: Location: Albuquerque, NM #J-18808-Ljbffr...Work at officeFlexible hours- ...location. This aggregate job board is hosted by the Homecare and Hospice Association of Utah (HHAU). HHAU does not have access to candidate information and is not responsible for any of the job postings other than those posted for positions where HHAU is the employer....Part timeLocal areaWork from homeFlexible hours
- ...Financial AdvisorAt PNC, our people are our greatest... ...success. As a Financial Advisor within PNC Wealth... ...you will be based in Albuquerque, AZ. Financial Advisors... ...personalized solutions on behalf of you and... ...balance. We encourage candidates to connect with their...Full timeTemporary workPart timeWork experience placementWork at office
$41.5k - $65.5k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...education and experience. Canada only: Registration to sell investment products completed... ...source other than directly from a candidate. Any unsolicited resumes sent to BMO,...Contract workPart timeLocal areaImmediate startDay shift- Bank of America in the United States seeks a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage client leads, refer to business partners based on needs and asset thresholds, and meet with clients to review...Work at office
- Req ID: 78637 Location: Albuquerque -ALBQ Areas of Interest: Financial Advisor; Brokerage Services; Investment Sales; Wealth Management Pay Transparency Salary... ...the team to brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what role or...Temporary workWork at officeImmediate start
$25 per hour
...Job Description Job Description PRN Caregiver – Santa Fe, NM$25.00 Per Hour | Flexible PRN Opportunity Always Best Care Senior Services... ...Can accept PRN or as-needed assignments in the Santa Fe area Have reliable transportation Have an active CNA license...Hourly payReliefFlexible hours- ...Financial Advisor At PNC, our people are our greatest differentiator... ...Management, you will be based in Albuquerque, NM. Financial Advisors... ...in creating personalized solutions on behalf of you and your... ...achieve balance. We encourage candidates to connect with their...Full timeTemporary workPart timeWork experience placementWork at office
$44.69k - $65.74k
...interaction to identify needs and offer financial solutions to help customers secure their... ...You have the ability to obtain a NMLS registration within 90 days You have the ability... ...our Privacy Notice for California Job Candidates to understand how we collect and use...Local areaRelocation packageFlexible hoursAfternoon shift$20 - $23 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and services, and recommending solutions based on each customer’s unique goals and... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Full timeTemporary workLocal area- ...Job Description Job Description CNA – PRN Home Care | Santa Fe, NM Looking for a flexible CNA opportunity with specific daytime hours? Always Best Care is seeking a dependable and compassionate Certified Nursing Assistant (CNA) to help serve clients in Santa...Full timeReliefImmediate startFlexible hoursShift work
$24 - $25 per hour
...Manager experience and proficiency with RealPage or Yardi.* JOB DESCRIPTION Completes the daily transactions and tasks related to the financial operation of the community by collecting and posting rent, fees, and other payments, preparing daily bank deposits and reconciling...Hourly payFor contractorsWork at officeLocal areaImmediate start- Bank of America is hiring in-office financial professionals to help clients achieve their financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products. You will complete required licenses and trainings,...Work at office
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