Financial Solutions Advisor Trainee - Wealth Management Path

Bank of America; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking candidates for the Advisor Development Program as Financial Solutions Advisors. You will undergo Securities Industry license training (SIE, Series 7, Series 66) and learn foundational skills to advise clients, build relationships and deliver investment guidance through the centralized team.

The program leads toward Merrill Financial Advisor roles and broader wealth-management responsibilities.

Qualifications

• Displays confidence in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Demonstrates a proactive mindset and effective time management.

Responsibilities

• Acquire, build and manage client relationships with a holistic financial approach.
• Consider a client’s complex financial picture and guide with advice and solutions.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.

Skills

Sales experience

Relationship building

Time management

Education

Bachelor’s degree

Job description

Bank of America Merrill Wealth Management is seeking candidates for the Advisor Development Program as Financial Solutions Advisors. You will undergo Securities Industry license training (SIE, Series 7, Series 66) and learn foundational skills to advise clients, build relationships and deliver investment guidance through the centralized team.

The program leads toward Merrill Financial Advisor roles and broader wealth-management responsibilities.