Home
/
Comprehensive
/
Advisor Development Program - Financial Solutions Advisor Trainee: Charleston Heights Financial Center
Advisor Development Program - Financial Solutions Advisor Trainee: Charleston Heights Financial Center-February 2024
Las Vegas
Feb 11, 2026
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Advisor Development Program - Financial Solutions Advisor Trainee: Charleston Heights Financial Center

  Advisor Development Program - Financial Solutions Advisor Trainee: Charleston Heights Financial Center

  Las Vegas, Nevada

  Job Description:

  At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources.

  This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

  As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

  Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

  This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

  Required skills:

  • Sets and accomplishes goals, achieving whatever you put your mind to.

  • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

  • Communicates clearly and confidently with clients from all walks of life.

  • Works well with others and collaborates productively to get things done.

  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.

  • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

  • Efficiently manages your time and capacity.

  • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

  Desired skills:

  • Strong computer skills with an ability to multitask in a demanding environment.

  • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

  • Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

  Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

  To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

  To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

  To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Store Customer Service Specialist
Reference #: 2400507This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer t
Supply Chain Analyst I
Benchmark provides comprehensive solutions across the entire product lifecycle; leading through its innovative technology and engineering design services, leveraging its optimized global supply chain
Planner, Community Development
Planner, Community Development - ( 24000045 ) Description Description - External Strong communities don’t just happen—they’re built. They’re creatively imagined, collaboratively planned, and readied
Mammography Technologist - Multiple Positions
Description Mammography Technologist This department has full-time, part-time, and on-call openings and is hiring for all three. Flexibility to match your scheduling needs along with an $8,000 hiring
Merrill Financial Solutions Advisor - Tampa Market
Merrill Financial Solutions Advisor - Tampa Market Tampa, Florida;Weeki Wachee, Florida; Lakeland, Florida; Clearwater, Florida; Clearwater, Florida; Saint Petersburg, Florida Job Description: At Ban
Seasonal - SNL Program Supervisor
Seasonal - SNL Program Supervisor Print (https://www.governmentjobs.com/careers/jacksonvillefl/jobs/newprint/4346298) Apply  Seasonal - SNL Program Supervisor Salary $18.00 Hourly Location Jacksonvi
Sales Associate - 24H150
QUESTIONNAIRE-3-52 916 Employee Type: Regular If you are a CURRENT Carter’s employee, you MUST apply through the Internal Career Link within the My Career & Performance app in Workday . Do not ap
Family Office Bookkeeping Associate
Family Office Bookkeeping Associate         Department: Tax Location: Austin and/or Round Rock, TX Who We Are Maxwell Locke & Ritter LLP (https://www.mlrpc.com/) is the largest locally owned acco
Exadata Support Engineer (DBA background)
Job Description The team’s main responsibility is to troubleshoot highly complex technical issues related to the Oracle Exadata stack and within areas like Real Application Clusters, High Availabilit
Dishwasher
DISHWASHER JOIN CAMPUS AUXILIARY SERVICES AT SUNY GENESEO! Our people are the lifeline of the organization. We are committed to continuously developing our employees in an environment of trust and in
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved