Bank of America · 2 days ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Redding Merrill Office
Redding, CA
Full-time
Onsite
Entry Level
1+ years expBank of America is a leading financial institution that provides comprehensive wealth management and investment services. The Financial Solutions Advisor role within the Advisor Development Program focuses on obtaining necessary securities licenses and developing client relationships to offer tailored 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 by considering clients’ complex financial situations
Provide holistic financial advice and guidance by identifying broader product and service solutions
Align Merrill and Bank of America products and services with client needs
Deliver client reviews and presentations confidently to recommend strategies for achieving financial goals
Collaborate with core banking and investment partners to meet clients' financial needs
Manage a portfolio of clients while providing exceptional client care with industry-leading products and services
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
Must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role
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.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
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.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
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
2026-01-05
Company data provided by crunchbase