Bank of America · 16 hours ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Skidaway Island, GA Merrill Office
Savannah, GA
Full-time
Onsite
Entry Level
1+ years expBank of America is a leading financial institution, and they are seeking a Financial Solutions Advisor Trainee to join their Advisor Development Program. This role involves obtaining securities licenses and providing holistic financial advice while building and managing client relationships.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Obtain Securities Industry licenses, including SIE, Series 7, and Series 66 Exams
Provide clients with holistic financial advice and guidance by identifying broader product and service solutions
Demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs
Align Merrill and Bank of America products and services where appropriate
Work with affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities
Collaborate with core banking and investment partners
Manage a portfolio of clients by providing exceptional client care with industry-leading products, services, and education
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
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
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
2026-01-09
Morningstar.com
2026-01-09
Business Standard India
2026-01-09
Company data provided by crunchbase