Top 20 Financial advisor Jobs in Santa Fe, Nm

Financial Solutions Advisor Registration Candidate - Santa Fe North Financial Center
Bank of America —Santa Fe, NM
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Consultant
WealthBridge Financial Group —Santa Fe, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
10d
Financial Solutions Advisor - New Mexico/El Paso Markets
Bank of America —Santa Fe, NM
- Full-time
- Background check
- Writing skills
- Mid-level
3d
Financial Advisor - New Mexico (Career Changer / New to Industry)
WealthBridge Financial Group —Santa Fe, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
10d
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Santa Fe, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
10d
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Santa Fe, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
10d
Financial Consultant
Nusenda Credit Union —Santa Fe, NM
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
12d
Financial Advisor/Wealth Manager
Professions Inc —Santa Fe, NM
- Mid-level
- Mentoring
- Teaching
Quick Apply
Senior Trust Officer
BOK Financial —Santa Fe, NM
- 6 years
- Office
- Analysis skills
Insurance Agent - Santa Fe, NM
Horace Mann - Agent Opportunities —Santa Fe, NM
- Mid-level
- Financial services
- 2 years
Quick Apply
Portfolio Specialist - Equity
Thornburg Investment Management —Santa Fe, NM
- 5 years
- Research
- Office
- Profit sharing
- Commuter assistance

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Financial Services Consultant 1
Sunward Federal Credit Union —Edgewood, NM
In addition to routine transactions, the role carries entry-level sales goals and requires proactive outreach to members, including occasional outbound calling,…
$20 - $22 an hour
Quick Apply
5d
Financial Consultant
WealthBridge Financial Group —Santa Fe, NM
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $150,000 a year
Quick Apply
10d

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Investment Consultant - Columbus, OH
Charles Schwab —Columbus, OH
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
$51,300 - $89,800 a year
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
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financial advisor jobs near santa fe, nm

Financial Solutions Advisor Registration Candidate - Santa Fe North Financial Center

Bank of America -
Santa Fe, NM

Apply Now

Job Details

Full-time

Benefits

Opportunities for advancement

Qualifications

Customer relationship building
High school diploma or GED
Securities Industry Essentials
Customer relationship management

Full Job Description

Job Description:

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.

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) though 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:

SIE (Securities Industry Essentials)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

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

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial advisor jobs in santa fe, nm

Financial Solutions Advisor Registration Candidate - Santa Fe North Financial Center

Financial Consultant

Financial Solutions Advisor - New Mexico/El Paso Markets

Financial Advisor - New Mexico (Career Changer / New to Industry)

Career-Transition Partnership - For Advisors Approaching Reduced Production

Experienced Financial Advisor - Independent Platform, Full Book Portability

Financial Consultant

Financial Advisor/Wealth Manager

Senior Trust Officer

Insurance Agent - Santa Fe, NM

Portfolio Specialist - Equity

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