Sie Exam Finance Jobs

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2mo ago

Advisor Development Program - Financial Solutions Advisor Trainee

Bank of America Falmouth, MA

Falmouth, MA

2mo ago Closed

$29 - $34/hr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 5, 2026).

Job Description

Bank of America invites aspiring financial professionals to join its Advisor Development Program as a Financial Solutions Advisor Trainee in Falmouth, Massachusetts. This onsite program blends securities licensing study with hands-on client advisory training within Wealth Management, offering a clear pathway to Merrill Financial Solutions Advisor and core Merrill Financial Advisor roles.

Location

Falmouth, MA – on-site

Compensation

Hourly: $29 – $34

Experience & Education

Minimum 1 year of experience; Bachelor’s degree required

Responsibilities

Obtain Securities Industry licenses with dedicated study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams
Build foundational advisory skills, including client acquisition, relationship management, and guidance for clients with complex financial needs, while emphasizing human-centered financial interactions
Start in a financial center delivering Bank of America’s core banking, investment solutions, and client care
Upon reaching key milestones, transition to the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA) by moving to a local Merrill Wealth Management office and begin cultivating a portfolio of affluent and high net worth clients
Benefit from The Academy, which provides dedicated programs, tools, and resources to support your career journey

Requirements

Demonstrates confidence in sales activities
Builds strong client relationships through effective communication and collaboration
Exhibits a proactive mindset and solid time management
Maintains a results-driven approach while prioritizing client interests
Identifies suitable client solutions by applying new information and learnings
Applies regulatory due diligence in daily tasks and long-term client strategy development

Shift & Schedule

Shift: 1st shift (United States) | Hours per week: 40

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