Overview
Advisor Development Program – Financial Solutions Advisor Trainee: Pennsylvania Avenue Jobs in Vancouver, USA at Bank of America
Overview
Merrill Wealth Management, part of Bank of America, offers comprehensive wealth management and investment services for individuals, companies, and institutions. Advisors and client associates help clients pursue their envisioned life through a personal relationship with the advisory team.
Responsibilities
- Prepare for and obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 exams with dedicated study time and support.
- Learn and apply foundational advisory skills, including client acquisition, relationship building, and financial picture assessment.
- Assist clients with guidance, advice, and solutions to support their financial goals while humanizing financial interactions.
- Work in a Bank of America financial center delivering core banking, investment solutions, and client care.
- Progress through the Advisor Development Program stages, ultimately becoming a Merrill Financial Advisor.
Required Qualifications
- Confidence and experience in a sales role.
- Strong client relationship‑building skills with effective communication and collaboration.
- Proactive mindset, effective time management, and results‑driven focus prioritizing client interests.
- Ability to identify appropriate client solutions through application of learned knowledge.
- Application of relevant regulatory due diligence in daily activities and in creating long‑term client strategies.
- Completion of SAFE Act registration requirements and background check for residential loan mortgage originations.
Desired Qualifications
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
- Ability to learn and adapt to new technology or applications.
- Experience executing multiple tasks simultaneously.
Compensation and Benefits
Pay range: $28.85 – $33.65 hourly, based on experience, education, and skill set. The position offers a base salary only and is not incentive eligible. Benefits are applicable to this role; detailed benefit information is provided upon hiring.
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Title: Advisor Development Program – Financial Solutions Advisor Trainee: Pennsylvania Avenue
Company: Bank of America
Location: Vancouver, USA
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