Wealth Solutions Advisor Trainee

Bank of America; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor within the Advisor Development Program. This in-office role involves starting with Securities Industry licenses (SIE, Series 7, Series 66) and progressing toward Merrill Financial Advisor responsibilities, delivering holistic financial advice to a diverse client base.

You will build client relationships, identify suitable solutions, and collaborate with banking partners to meet customers' financial goals while adhering to regulatory

Qualifications

• Displays confidence working in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Applies regulatory due diligence in daily activities and client strategies.

Responsibilities

• Provide end-to-end financial advisory services and recommendations aligned with client goals and life priorities.
• Deliver client reviews/presentations with confidence and document outcomes.
• Collaborate with core banking and investment partners to connect clients with Bank of America Merrill products and services.
• Support ongoing professional development and contribute to a high-performance advisory culture.

Skills

Sales experience

Client relationships

Regulatory due diligence

Time management

Results-driven mindset

Education

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor within the Advisor Development Program. This in-office role involves starting with Securities Industry licenses (SIE, Series 7, Series 66) and progressing toward Merrill Financial Advisor responsibilities, delivering holistic financial advice to a diverse client base.

You will build client relationships, identify suitable solutions, and collaborate with banking partners to meet customers' financial goals while adhering to regulatory