Bank of America
The Financial Solutions Advisor Stage I at Merrill Wealth Management begins a career development program focused on obtaining essential securities licenses and mastering foundational advisory skills. Participants learn to manage client relationships and deliver investment solutions within a collaborative in-office environment before progressing to build high-net-worth portfolios. This entry-level role prepares individuals to become core Financial Advisors through structured training and mentorship.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
21% below the average for this role
Advisor Development Program - Financial Solutions Advisor Trainee: Linda Mar Financial Center
Merrill Lynch
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Jose Merrill Office
Merrill Lynch
Financial Advisor
BOK Financial Corporation Group
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): York, PA
Merrill Lynch
Advisor Development Program - Financial Solutions Advisor Trainee: Losee and Centennial Financial Center
Merrill Lynch
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Morristown, NJ
Merrill Lynch