Financial Solutions Advisor – Development Program

Bank of America; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an entry‑level Financial Solutions Advisor within the centralized Advisor Development Program. You will begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) and develop foundational skills to advise clients, while learning to identify needs and present suitable solutions.

The Academy provides training, coaching, and a career path from FSA to Merrill Financial Advisor, with opportunities to serve high‑net‑worth

Qualifications

• Displays confidence in a sales role and ability to engage clients.
• Builds and maintains client relationships through effective communication and collaboration.
• Demonstrates proactive time management and prioritization of tasks.
• Applies regulatory due diligence in daily activities and long-term client strategies.

Skills

Sales experience

Client relationships

Communication

Time management

Regulatory due diligence

Education

Bachelor’s degree

Job description

Bank of America’s Merrill Wealth Management is seeking an entry‑level Financial Solutions Advisor within the centralized Advisor Development Program. You will begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) and develop foundational skills to advise clients, while learning to identify needs and present suitable solutions.

The Academy provides training, coaching, and a career path from FSA to Merrill Financial Advisor, with opportunities to serve high‑net‑worth