Bank of America · 5 months ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Redding Merrill Office
Redding
Full-time
Onsite
New Grad, Entry Level
$28.85/hr - $33.65/hr
1+ years expBank of America is a leading provider of comprehensive wealth management and investment products and services. The Financial Solutions Advisor role within the centralized segment of the Advisor Development Program focuses on obtaining securities licenses and developing client relationships to provide holistic financial advice and solutions.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Obtain Securities Industry licenses, including SIE, Series 7 and Series 66 Exams
Build and manage client relationships while considering clients' complex financial needs
Provide clients with holistic financial advice and identify broader product and service solutions
Demonstrate knowledge of investments and financial markets to meet individual client's investment needs
Align Merrill and Bank of America products and services with client needs
Receive training and guidance through a defined path to become a financial advisor
Work with affluent and high net worth clients to identify needs and develop relationships
Review investment goals and prepare investment recommendations that align with client goals
Provide end-to-end comprehensive advice and deliver client reviews/presentations
Collaborate with core banking and investment partners to meet clients' financial needs
Qualification
Required
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
Preferred
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Benefits
Industry-leading benefits
Access to paid time off
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
Maryland Daily Record
2026-01-25
2026-01-24
Daily Herald
2026-01-24
Company data provided by crunchbase