Advisor Development Program - Financial Solutions Advisor Trainee: Howell Ferry Financial Center - Bilingual Spanish Preferred jobs in United States
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Bank of America · 12 hours ago

Advisor Development Program - Financial Solutions Advisor Trainee: Howell Ferry Financial Center - Bilingual Spanish Preferred

positionDuluth
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Bank of America is a leading provider of wealth management and investment products. The Advisor Development Program Financial Solutions Advisor Trainee role focuses on acquiring necessary securities licenses while developing client relationships and delivering banking and investment solutions.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Obtaining Securities Industry licenses, including Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
Learning foundational skills needed to be an advisor, such as client relationship management and financial guidance
Working in a financial center to deliver Bank of America’s core banking and investment solutions
Building a portfolio of affluent and high net worth clients as a Merrill Financial Solutions Advisor
Progressing through the stages of development within the Advisor Development Program

Qualification

Securities Industry licensesFinancial services experienceClient relationship managementBilingual SpanishProactive mindsetResults-driven mindsetRegulatory due diligenceAdaptability to technologyEffective communicationTime management

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
Bilingual Spanish Preferred

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
Financial stocks fall as Trump’s credit card rate cap plan rattles investors
2026-01-13
Benzinga.com
Bank of America Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
2026-01-13
Livemint.com
Capital One, American Express, other credit card stocks drop on US market after Trump's 10% cap on interest rate move
2026-01-13
Company data provided by crunchbase