Bank of America · 3 hours ago
Advisor Development Program - Financial Solutions Advisor Trainee - Sherwood Financial Center
Sherwood, OR
Full-time
Onsite
Entry Level
1+ years expBank of America is a leading provider of comprehensive wealth management and investment products and services. The Advisor Development Program Financial Solutions Advisor Trainee role involves obtaining necessary securities licenses and developing foundational skills to build and manage client relationships while delivering core banking and investment solutions.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Obtaining Securities Industry licenses, including SIE, Series 7 and Series 66 Exams
Learning foundational skills needed to be an advisor, including acquiring, building, and managing client relationships
Considering a client’s complex financial picture and guiding them with advice and solutions
Working in a financial center to 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 and building a portfolio of affluent and high net worth clients
Qualification
Required
Holds Series 7 and 66 licenses or Series 63 and 65 in lieu of Series 66
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
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