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© All Rights Reserved. ApplyBlast.com
Bank of America
The Financial Solutions Advisor role within the centralized segment of the Advisor Development Program involves providing holistic financial advice and guidance to clients through phone-based interactions. The position requires obtaining Securities Industry licenses (SIE, Series 7, and Series 66) and focuses on identifying broader product and service solutions to meet client investment, savings, and liability management needs. This role serves as a foundational step toward becoming a Merrill Financial Advisor, offering training and development to help advisors build successful careers and manage client portfolios.
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.
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