What’s Bank of America like in terms of their business, the role, and the work culture?

Well, the Advisor Development Program is all about helping you kickstart your career in wealth management. You’ll start by obtaining your Securities Industry licenses, like the SIE, Series 7, and Series 66. After that, you’ll learn essential skills for building and managing client relationships and guiding them through their financial journeys.

This position is based in Orlando, FL, specifically at a financial center for Bank of America. So, if you’re in Central Florida, it’s a great opportunity right in your backyard!

Actually, you’ll get a lot of support! The Academy provides dedicated programs, tools, and resources to help you throughout your career journey. Plus, you’ll have a team backing you up as you progress through the stages of development.

Once you’ve shown success as a licensed Financial Solutions Advisor, you’ll typically move on to the next stage as a Merrill Financial Solutions Advisor. There, you’ll start building your own portfolio of affluent and high-net-worth clients, which is super exciting!

Yes, there are! Since this position involves residential loan mortgage originations, you’ll need to register with the federal registry system and pass a background check as part of the SAFE Act requirements. It’s important to stay in good standing throughout your career in this role.