Bank of America · 20 hours ago
Advisor Development Program - Financial Solutions Advisor Trainee: Tatum Ranch Financial Center
Cave Creek
Full-time
Onsite
Entry Level
1+ years expBank of America is a leading provider of comprehensive wealth management and investment products and services. The Financial Solutions Advisor Trainee will begin their journey by obtaining necessary securities licenses and will learn foundational skills to build and manage client relationships while providing financial guidance and solutions.
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
Acquire, build and manage client relationships
Consider a client’s complex financial picture and guide them with advice and solutions
Deliver 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 (ADP) towards becoming a core Merrill Financial Advisor
Qualification
Required
Sets and accomplishes goals, achieving whatever you put your mind to
Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients
Communicates clearly and confidently with clients from all walks of life
Works well with others and collaborates productively to get things done
Can manage complexity, prioritize tasks and execute in a fast-paced environment
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
Efficiently manages your time and capacity
Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients
Preferred
Bilingual Spanish Preferred
Strong computer skills with an ability to multitask in a demanding environment
A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
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· $387.99M
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
2026-02-06
Morningstar.com
2026-02-05
2026-02-05
Company data provided by crunchbase