Wealth Management Associate: Financial Solutions Trainee

Bank of America; Colorado Springs (CO); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks an Advisor Development Program Financial Solutions Advisor in the centralized segment. You will build relationships with banking customers and higher-net-worth clients while pursuing required licenses and growing your practice.

You will receive world-class training, coaching, and opportunities to connect with investment and mortgage partners, with a clear path to manage a portfolio and deliver tailored financial guidance.

Qualifications

• Bachelor's degree or equivalent experience in financial services/sales.
• Demonstrates confidence in sales and builds strong client relationships.
• Exhibits proactive mindset and effective time management.
• Shows a results-driven mindset with a client-first focus.
• Identifies client solutions through applicable learnings and information.
• Adheres to regulatory due diligence in daily activities and planning.

Responsibilities

• Build relationships with banking customers and higher-net-worth clients.
• Provide end-to-end financial guidance, client reviews, and tailored strategies.
• Collaborate with banking and investment partners to meet clients' needs.
• Grow and manage a client portfolio with exceptional client care.
• Pursue required licenses within the specified timelines.

Skills

Sales skills

Client relationships

Time management

Results oriented

Regulatory diligence

Solution identification

Education

Bachelor's degree

Financial services experience

Tools

Licenses: SIE/Series 7/66

Job description

Bank of America Merrill Wealth Management seeks an Advisor Development Program Financial Solutions Advisor in the centralized segment. You will build relationships with banking customers and higher-net-worth clients while pursuing required licenses and growing your practice.

You will receive world-class training, coaching, and opportunities to connect with investment and mortgage partners, with a clear path to manage a portfolio and deliver tailored financial guidance.