Financial Services Client Advisor Trainee
Listed on 2026-10-17
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Finance & Banking
Financial Sales, Banking & Finance, Financial Advisor / Consultant
Bank of America in Lincoln, RI, is seeking a phone-based client service professional to handle inbound calls and deepen client relationships. You will refer opportunities to specialist and sales teams and serve as an entry point into licensed financial services careers.
Role emphasizes servicing Merrill clients, meeting needs with suitable solutions, and maintaining knowledge of a broad product set. Licenses (SIE, Series 7/66) are targeted; in-office role with 40-hour weeks.
The Financial Services Client Advisor Trainee role at Bank of America is now open for applications in Lincoln, RI, United States.
The position is based in Lincoln, RI, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 37.000 - 40.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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