Bank of America · 1 month ago
Advisor Development Program - Financial Solutions Advisor Trainee: Fulton Street Financial Center
Brooklyn
Full-time
Onsite
Entry Level
$28.85/hr - $33.65/hr
1+ years expBank of America is a leading financial institution seeking candidates for their Advisor Development Program. The role involves obtaining necessary licenses and developing skills to manage client relationships and provide financial solutions, ultimately progressing to a financial advisor position.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Obtaining Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
Learning foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions
Working in a financial center to help deliver Bank of America’s core banking, investment solutions and approach to client care
Progressing to the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA) after demonstrating success as a licensed ADP Financial Solutions Advisor Stage I
Transitioning to a local Merrill Wealth Management office and continuing to practice the skills learned in ADP by beginning to build a new portfolio of affluent and high net worth clients
Having the opportunity to progress further within ADP with the ultimate 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
Bilingual Spanish 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
Maryland Daily Record
2026-01-25
2026-01-24
Daily Herald
2026-01-24
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