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Financial Solutions Advisor Trainee – Advisor Development Program
Bank of America. Obtain Securities Industry licenses and receive dedicated and personalized classes .
Posted 3/28/2026full-timeBozeman • Colorado, Idaho, Montana, Nevada, Utah, Wyoming • 🇺🇸 United StatesEntry LevelWebsite
About the role
Key responsibilities & impact- Obtain Securities Industry licenses and receive dedicated and personalized classes
- Acquire, build and manage client relationships
- Consider complex financial pictures and provide advice and solutions
- Provide end-to-end comprehensive advice
- Deliver client reviews/presentations with confidence
Requirements
What you’ll need- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously.
Benefits
Comp & perks- Unlimited potential for financial growth
- A strong referral base from across the business through our relationship with one in every two households.
- Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
- Robust marketing support to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
- Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Securities Industry licensesfinancial services experienceclient solutionsregulatory due diligence
Soft Skills
confidenceclient relationship managementeffective communicationcollaborationproactive mindsettime managementresults-driven mindsetadaptability
Certifications
Bachelor’s degree