Bank of America · 1 day ago
Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC
Winston-Salem, NC
Full-time
Onsite
Entry Level
1+ years expBank of America is a leading provider of comprehensive wealth management and investment products. The Financial Solutions Advisor Trainee role focuses on obtaining necessary licenses and building client relationships to provide tailored financial advice.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Obtain Securities Industry licenses, including Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
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, investment solutions and approach to client care
Transition to a local Merrill Wealth Management office and build a portfolio of affluent and high net worth clients
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
This position is subject to SAFE Act registration requirements
You will be required to register and to submit to the required SAFE Act background check and registration process
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· $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
2026-01-17
2026-01-17
Company data provided by crunchbase