Advisor Development Program - Financial Solutions Advisor Trainee: Gaithersburg Square jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bank of America · 5 hours ago

Advisor Development Program - Financial Solutions Advisor Trainee: Gaithersburg Square

positionGaithersburg, MD
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Bank of America is a leading provider of comprehensive wealth management and investment products. The Advisor Development Program Financial Solutions Advisor Trainee will begin by obtaining Securities Industry licenses and will learn foundational skills to build and manage client relationships, ultimately progressing to a role as a Merrill Financial Solutions Advisor.

Asset ManagementBankingFinanceFinancial ServicesFinTech
check
H1B Sponsor Likelynote

Responsibilities

Obtaining Securities Industry licenses including SIE, Series 7, and Series 66 Exams
Building and managing client relationships
Considering a client’s complex financial picture and guiding them with advice and solutions
Delivering Bank of America’s core banking and investment solutions
Transitioning to a local Merrill Wealth Management office to build a portfolio of clients

Qualification

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

twittertwittertwitter
Glassdoor3.9
company-logo
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

leader-logo
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
linkedin
leader-logo
Rami Salem
SVP Strategic Competitive Intelligence
linkedin

Recent News

Zawya.com
Banks enter 2026 on a high after Q4 deals surge: IFR
2026-01-23
Cointelegraph
US bank lobby says stopping stablecoin yields a top 2026 priority
2026-01-23
semafor.com
Exclusive / Little evidence of US slowdown, says BofA’s Moynihan
2026-01-22
Company data provided by crunchbase