Wealth Management: Financial Solutions Trainee

Bank of America; Kennewick (WA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career progression to Merrill Advisor

Job summary

Bank of America’s Merrill Wealth Management division is hiring through its Advisor Development Program. The Financial Solutions Advisor role is a training-to-advisory track aimed at licensed guidance for individuals and institutions.

You’ll begin with exams for SIE, Series 7 and 66, then learn to acquire and manage client relationships and provide suitable investment solutions. The centralized team emphasizes collaboration and growth.

Qualifications

• Displays confidence working in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven mindset and prioritizes client interests.
• Identifies appropriate client solutions through application of learnings and new information.
• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies.

Responsibilities

• Develop and maintain client relationships, identifying needs and goals.
• Provide holistic financial guidance and investment recommendations.
• Collaborate with banking and investment partners to meet client needs.

Skills

Sales mindset

Client relationship

Communication skills

Regulatory due diligence

Education

Bachelor's degree

Job description

Bank of America’s Merrill Wealth Management division is hiring through its Advisor Development Program. The Financial Solutions Advisor role is a training-to-advisory track aimed at licensed guidance for individuals and institutions.

You’ll begin with exams for SIE, Series 7 and 66, then learn to acquire and manage client relationships and provide suitable investment solutions. The centralized team emphasizes collaboration and growth.