Financial Solutions Advisor Registration Candidate - Santa Fe North Financial Center

Financial Solutions Advisor Stage I at Bank of America begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66 where applicable) through dedicated study and structured lessons, then applying foundational skills to build and manage client relationships, assess clients’ financial needs, and guide them with suitable advice and investment solutions. The role progresses toward Stage II with expanded responsibilities in managing a client portfolio and collaborating with banking and investment partners. The position operates from a Santa Fe financial center, emphasizing in-office collaboration, training, and mentorship as you advance through the licensing milestones (SIE within 30 days; Series 7 and 66 within 120 days). The program supports career growth within Bank of America and Merrill, including access to academy resources, coaching, and a defined consultative approach to client solutions. The role requires registration under SAFE Act due to residential mortgage originations and involves an in-office schedule (Mon–Fri with rotating Saturdays) and a 40-hour workweek.