Bank of America
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Colorado Springs, CO
Colorado Springs · Full-time · Posted Mar 24, 2026
About the job
Trains to become a Merrill Financial Advisor by earning securities licenses, then providing phone-based clients with holistic financial guidance and investment solutions.
What you'll do
- Identify client needs, build relationships, and provide financial advice and product solutions aligned with clients’ goals.
- Review investment goals and prepare recommendations for existing and prospective affluent and high-net-worth clients.
- Complete required licensing and training, with a path to progress into a Merrill Financial Advisor role.
What they ask for
- Confidence working in a sales role and effective client communication and collaboration.
- Proactive mindset, effective time management, and results-driven approach that prioritizes client interests.
- Ability to identify appropriate solutions and apply regulatory due diligence.
- Obtain SIE within 60 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of 66.
Nice to have
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Ability to learn and adapt to new technology or applications and execute multiple tasks simultaneously.
Pay
$28.85 - $33.65 USD hourly base salary
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative