Bank of America
Advisor Development Program - Financial Solutions Advisor Trainee - Glenview-Lake and Waukegan Financial Center
Glenview · Full-time · Posted Feb 4, 2026
- Education
- 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.
About the job
Develops financial-advisory skills and licenses, then serves clients in a financial center by helping with banking and investment solutions and building client relationships.
What you'll do
- Obtain securities licenses and complete advisor training.
- Build and manage client relationships; understand clients’ financial needs and guide them to advice and solutions.
- Deliver banking and investment solutions and client care in a financial center.
What they ask for
- Comfort with sales and nurturing relationships with prospective clients.
- Clear, confident communication and productive collaboration.
- Ability to manage complexity, prioritize, and execute in a fast-paced environment.
- Thoroughness in incorporating regulatory due diligence into daily work and client strategies.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Experience assessing client needs, recommending solutions, and building or managing client relationships.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
SIE, Series 7, Series 66
Model-written summary · the original posting is authoritative