Bank of America · 1 day ago
Advisor Development Program - Financial Solutions Advisor Trainee: Gaithersburg Square
Gaithersburg
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 Advisor Development Program Financial Solutions Advisor Trainee role involves obtaining necessary securities licenses and developing foundational skills for advising clients on their financial needs while progressing through developmental stages to become a Merrill Financial Advisor.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams
Learn foundational skills needed to be an advisor, including acquiring, building, and managing client relationships
Consider complex financial pictures of clients and provide advice and solutions to help them achieve their financial goals
Work in a financial center delivering Bank of America's core banking and investment solutions
Transition to a local Merrill Wealth Management office and build a portfolio of affluent and high net worth clients
Progress within the Advisor Development Program with the aim of becoming a core Merrill Financial Advisor
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
Bilingual Spanish Preferred
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
2026-01-24
2026-01-23
2026-01-23
Company data provided by crunchbase