Bank of America · 9 hours ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Wellesley Hills
Wellesley Hills
Full-time
Onsite
Entry Level
$28.85/hr - $33.65/hr
1+ years expBank of America is a leading financial institution providing comprehensive wealth management and investment products. The Financial Solutions Advisor role within the Advisor Development Program focuses on obtaining necessary licenses and developing client relationships to provide holistic financial advice and guidance.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Obtain Securities Industry licenses including SIE, Series 7, and Series 66
Build and manage client relationships by providing holistic financial advice
Identify broader product and service solutions to meet clients' investment needs
Provide end-to-end comprehensive advice and deliver client reviews/presentations
Collaborate with core banking and investment partners to meet clients' financial needs
Manage a portfolio of clients and provide exceptional client care
Participate in ongoing professional development to deepen skills
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
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
2026-01-13
Company data provided by crunchbase