Bank of America
The Advisor Development Program Financial Solutions Advisor Stage I role involves obtaining Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management and financial advice. Candidates will work in a financial center to deliver core banking and investment solutions while progressing through a structured development path toward becoming a core Financial Advisor. The position emphasizes building strong client relationships, applying regulatory due diligence, and utilizing a proactive, results-driven mindset within an in-office environment.
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.
14% below the average for this role
Internal Business Associate
Manulife
Investment Banking Analyst I - M&A
Fifth Third Bank
Financial Services Representative - Bellevue, WA
Fidelity
Associate, Global Client Group (Independent Advisor Group)
Dimensional Fund Advisors
Financial Solutions Advisor Registration Candidate - Rahway Financial Center - Bilingual Spanish Required
Merrill Lynch
Financial Advisor
Raymond James