Teams at Bank of America

As a Financial Solutions Advisor Trainee, you'll obtain licenses and develop skills to provide clients with financial advice and solutions, managing relationships and needs effectively while receiving comprehensive training.

Originates residential mortgages and HELOCs at a financial center, advising clients, submitting applications, managing documentation and pipeline, cross-selling banking products, maintaining client relationships, and ensuring compliance with SAFE Act and regulatory requirements.

Provide financial advice and solutions to clients, helping them achieve financial goals through tailored investment strategies and referrals to services.