Financial Solutions Advisor Trainee – Licensing Path
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-07-19
Listing for:
Bank of America
Apprenticeship/Internship
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses. You will learn advisory foundations, build relationships with a diverse client base, and guide clients through complex financial pictures, offering solutions with a human-centered approach.
As you progress, you’ll move into the Stage II role, expanding relationships within a client portfolio and collaborating with Merrill to deliver comprehensive banking and investment
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