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Advisor Development Program - Financial Solutions Advisor Trainee: Chicopee - Memorial Drive Financial Center jobs in United States
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Bank of America · 22 hours ago

Advisor Development Program - Financial Solutions Advisor Trainee: Chicopee - Memorial Drive Financial Center

positionChicopee
timeFull-time
remoteOnsite
seniorityEntry Level
money$28.85/hr - $33.65/hr
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 start by obtaining Securities Industry licenses and will learn the foundational skills needed to be an advisor, including managing client relationships and providing financial guidance.
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
Learn foundational skills needed to be an advisor, including acquiring, building and managing client relationships
Consider a client’s complex financial picture and guide them with advice and solutions
Work in a financial center to deliver Bank of America’s core banking and investment solutions
Build a new portfolio of affluent and high net worth clients as a Merrill Financial Solutions Advisor
Progress further within the Advisor Development Program with the aim of becoming a core Merrill Financial Advisor

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

Benefits

Industry-leading benefits
Access to paid time off

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· $387.99M
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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Company data provided by crunchbase