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 by identifying broader product and service solutions. This phone-based position requires obtaining Securities Industry licenses and focuses on building client relationships, reviewing investment goals, and preparing recommendations. The role serves as a foundational step toward becoming a Merrill Financial Advisor, offering comprehensive training and development opportunities.
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.
Right around the average for this role
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