Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC jobs in United States
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Bank of America · 4 months ago

Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC

positionWinston Salem
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Bank of America is a leading provider of comprehensive wealth management and investment products. The Advisor Development Program Financial Solutions Advisor Trainee role focuses on obtaining necessary securities licenses and developing skills to manage client relationships and provide financial advice.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Obtaining Securities Industry licenses including SIE, Series 7 and Series 66 Exams
Learning foundational skills needed to be an advisor
Acquiring, building and managing client relationships
Considering a client’s complex financial picture and guiding them with advice and solutions
Delivering Bank of America’s core banking and investment solutions
Progressing through stages of development within the Advisor Development Program

Qualification

Securities Industry licensesClient relationship managementSales experienceFinancial services experienceComputer skillsGoal settingRegulatory due diligenceClear communicationCollaborationTime managementAdaptability

Required

Sets and accomplishes goals, achieving whatever you put your mind to
Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients
Communicates clearly and confidently with clients from all walks of life
Works well with others and collaborates productively to get things done
Can manage complexity, prioritize tasks and execute in a fast-paced environment
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
Efficiently manages your time and capacity
Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients

Preferred

Strong computer skills with an ability to multitask in a demanding environment
A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
dateFounded in 1998
location
Charlotte, North Carolina, USA
people-size10001+ employees
web-link
https://www.bankofamerica.com

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 Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Recent News

Investing.com
India regulator finds BofA shared confidential information ahead of block trade, WSJ reports
2026-01-08
Investing.com
Morgan Stanley promotes 184 employees to managing director roles, memo shows
2026-01-08
WSJ.com: Markets
Regulator Finds Bank of America Shared Confidential Information Ahead of Block Trade
2026-01-08
Company data provided by crunchbase