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Financial Solutions Advisor Trainee: Path to Licenses
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-09-08
Listing for:
Jobtailor
Apprenticeship/Internship
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Boulder seeks an aspiring Merrill Financial Advisor to obtain SIE, Series 7 and Series 66 licenses, and to learn foundational advisor skills through structured training while serving affluent clients.
You will build client relationships, provide holistic financial advice across investments, savings, and liability management, and progress toward the Merrill Financial Advisor role by delivering reviews and investment recommendations.
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