Financial Solutions Advisor Trainee: Licensing Path Ahead

Bank of America; Bloomfield Hills (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Licensing training

Office-based work

Career advancement

Structured onboarding

Job summary

Bank of America Merrill Wealth Management is seeking a Financial Solutions Advisor within the centralized Advisor Development Program. You will start by earning securities licenses and receiving targeted instruction to build client relationships and deliver holistic financial guidance.

You will progress through a structured training path, eventually advancing toward a Merrill Financial Advisor role while serving affluent clients and coordinating with banking and investment partners to meet their

Qualifications

• Displays confidence in a sales role and ability to build client relationships.
• Ability to communicate effectively and collaborate with clients and teammates.
• Demonstrates a proactive mindset and strong time management.

Responsibilities

• Build client relationships and identify solutions through a consultative approach.
• Provide holistic financial advice and recommendations aligned with client goals.
• Collaborate with banking and investment partners to meet client needs.
• Work through licensing training and progress toward Merrill Financial Advisor role.

Skills

Sales skills

Client relationships

Communication

Time management

Education

Bachelor’s degree

Job description

Bank of America Merrill Wealth Management is seeking a Financial Solutions Advisor within the centralized Advisor Development Program. You will start by earning securities licenses and receiving targeted instruction to build client relationships and deliver holistic financial guidance.

You will progress through a structured training path, eventually advancing toward a Merrill Financial Advisor role while serving affluent clients and coordinating with banking and investment partners to meet their