Advisor Development Program - Financial Solutions Advisor Trainee: North End Financial Center jobs in United States
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Bank of America · 6 days ago

Advisor Development Program - Financial Solutions Advisor Trainee: North End Financial Center

positionBoston, MA
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Bank of America is a leading provider of comprehensive wealth management and investment products and services. As a Financial Solutions Advisor Trainee, you will begin by obtaining your Securities Industry licenses and learn foundational skills to build and manage client relationships, ultimately guiding clients through their financial journeys.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Obtaining Securities Industry licenses including SIE, Series 7, and Series 66 Exams
Acquiring, building, and managing client relationships
Considering a client’s complex financial picture and guiding them with advice and solutions
Delivering Bank of America’s core banking and investment solutions
Transitioning to a local Merrill Wealth Management office to build a portfolio of affluent and high net worth clients

Qualification

Securities Industry licensesClient relationship managementFinancial services experienceSales experienceProactive mindsetResults-driven mindsetAdaptability to technologyTask executionEffective 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

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· $386.79M
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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Recent News

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2026-01-17
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Company data provided by crunchbase