Licensed Wealth Advisor Trainee

Bank of America

Bloomfield Hills (MI)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Job summary

Bank of America in the United States is recruiting a Financial Solutions Advisor within the Advisor Development Program. You will begin by earning Securities Industry licenses—SIE, Series 7 and Series 66—and learn to acquire, build and manage client relationships while guiding clients with investment advice and solutions to fit their financial goals.

During the centralized, phone-based stage you will identify client needs, present products, and collaborate with banking partners.

Qualifications

Sales capability with client-facing experience and goal-oriented approach.
Ability to build and manage client relationships with a consultative style.
Understanding of regulatory due diligence and compliance requirements.
Strong time management and prioritization in a dynamic environment.
Effective communication with clients and internal partners.

Responsibilities

Build and maintain client relationships while offering end-to-end financial guidance.
Identify client needs, present investment solutions, and advance financial plans.
Collaborate with banking partners to connect products and services.
Support progression toward Merrill Financial Advisor roles through training.
Provide ongoing client reviews and recommendations aligned with goals.