Wealth Advisor Trainee: Fast-Track Licensing & Growth

Bank of America; Spokane (WA); On-site; USD 82,667,000 - 96,421,000; Full time

Benefits offered by this job

Benefits eligible

Training programs

Job summary

Bank of America Merrill Wealth Management seeks a Financial Solutions Advisor in the centralized Advisor Development Program. You begin by earning SIE, Series 7 and Series 66 licenses with dedicated training, then learn to acquire, build, and manage client relationships, guiding them with tailored advice and solutions to meet their financial goals.

The Academy provides ongoing training and coaching as you progress toward Merrill Financial Advisor, serving affluent and high-net-worth clients

Qualifications

• Strong client relationship skills and sales orientation.
• Ability to manage multiple tasks and meet deadlines.
• Familiarity with regulatory due diligence and compliance.
• Willingness to obtain required licenses (SAFE Act).

Responsibilities

• Build and manage client relationships.
• Identify client needs and provide solutions.
• Collaborate with banking and investment partners.
• Complete required licensing and training.

Skills

Sales experience

Client relationships

Communication skills

Time management

Regulatory due diligence

Financial services knowledge

Education

Bachelor’s degree

Job description

Bank of America Merrill Wealth Management seeks a Financial Solutions Advisor in the centralized Advisor Development Program. You begin by earning SIE, Series 7 and Series 66 licenses with dedicated training, then learn to acquire, build, and manage client relationships, guiding them with tailored advice and solutions to meet their financial goals.

The Academy provides ongoing training and coaching as you progress toward Merrill Financial Advisor, serving affluent and high-net-worth clients