Wealth Solutions Advisor Trainee

Bank of America; San Diego (CA); On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division offers an Advisor Development Program. The Financial Solutions Advisor role trains in securities licenses (SIE, Series 7, 66) and helps build client relationships through trusted guidance.

The centralized, in-office program emphasizes onboarding, education, and progression toward the Merrill Financial Advisor role. You will gain foundational skills to acquire, build, and manage client relationships, then advance through a structured path with

Qualifications

• Displays confidence in a sales role.
• Builds strong client relationships via effective communication and collaboration.
• Proactive mindset with effective time management.
• Results-driven mindset prioritizing client interests.
• Identifies appropriate client solutions through application of learnings and new information.
• Applies regulatory due diligence in daily activities and long-term client strategies.

Skills

Sales mindset

Client relationship building

Effective communication

Time management

Proactive mindset

Results-driven

Regulatory due diligence

Education

Bachelor’s degree or equivalent

Job description

Bank of America’s Merrill Wealth Management division offers an Advisor Development Program. The Financial Solutions Advisor role trains in securities licenses (SIE, Series 7, 66) and helps build client relationships through trusted guidance.

The centralized, in-office program emphasizes onboarding, education, and progression toward the Merrill Financial Advisor role. You will gain foundational skills to acquire, build, and manage client relationships, then advance through a structured path with