Advisor Development Program - Financial Solutions Advisor Trainee: Losee and Centennial Financial Center jobs in United States
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Bank of America · 17 hours ago

Advisor Development Program - Financial Solutions Advisor Trainee: Losee and Centennial Financial Center

positionNorth Las Vegas, NV
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Bank of America is a leading provider of comprehensive wealth management and investment products and services. As an Advisor Development Program Financial Solutions Advisor Trainee, you will begin by obtaining your Securities Industry licenses and learn foundational skills needed to be an advisor, helping clients with their financial goals.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Obtain Securities Industry licenses including Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
Acquire, build, and manage client relationships
Guide clients with advice and solutions to help them live their best financial lives
Deliver Bank of America’s core banking and investment solutions
Help to humanize financial interactions
Transition to a local Merrill Wealth Management office as a licensed ADP Financial Solutions Advisor Stage I and build a portfolio of affluent and high net worth clients

Qualification

Securities Industry licensesClient relationship managementSales experienceFinancial services knowledgeProactive mindsetResults-driven mindsetAdaptability to technologyMultitaskingEffective 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

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

Benzinga.com
Jim Cramer Says 'Wall Street Doesn't Seem To Care' About Trump's 10% Cap On Credit Card Rates, Warns 'Millions' Will Lose Access To Credit
2026-01-14
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
Company data provided by crunchbase