Bank of America

Advisor Development Program - Downtown Lake Worth Financial Solutions Advisor Trainee

Bank of America

Lake Worth Beach, FL, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to the Advisor Development Program at Bank of America! We are excited to offer a unique opportunity for individuals looking to jumpstart their career in the financial industry. As a Financial Solutions Advisor Trainee, you will join our team in Downtown Lake Worth and be trained to provide comprehensive financial solutions to our clients. We are seeking motivated and driven individuals who are passionate about helping others achieve their financial goals. If you are a self-starter with excellent communication skills and a strong interest in finance, we want to hear from you!

  1. Provide comprehensive training and development to individuals enrolled in the Advisor Development Program.
  2. Assist trainees in developing a thorough understanding of financial solutions and services offered by Bank of America.
  3. Educate trainees on financial industry regulations and compliance standards.
  4. Serve as a mentor and provide guidance to trainees throughout their program.
  5. Collaborate with other team members to create an engaging and supportive learning environment.
  6. Monitor trainee progress and provide ongoing feedback and coaching.
  7. Conduct research and analysis on financial market trends and products.
  8. Deliver exceptional customer service to clients and maintain strong relationships with them.
  9. Ensure all trainees adhere to company policies and procedures.
  10. Continuously seek opportunities for improvement and provide suggestions for program enhancements.
Where is this job?
This job is located at Lake Worth Beach, FL, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Economics, Or Related Field.

  • Strong Understanding Of Financial Products And Services, Including Investment Options.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build Rapport And Establish Trust With Clients.

  • Strong Analytical And Problem-Solving Skills, With The Ability To Develop And Implement Effective Financial Plans For Clients.

  • Proven Track Record Of Meeting And Exceeding Sales Goals And Building A Client Base.

Required Skills
  • Communication Skills

  • Financial Planning

  • Time Management

  • customer service

  • Investment Management

  • Risk assessment

  • Market analysis

  • Client Relationship Management

  • wealth management

  • team

  • Retirement planning

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Advisor Development Program - Downtown Lake Worth Financial Solutions Advisor Trainee in Lake Worth Beach, FL, USA is $50,000 - $55,000 per year. This may vary depending on the specific company, location, and level of experience. It is important to research and compare different job postings to get a better understanding of the salary range for this position. Additionally, factors such as bonuses, benefits, and commission may also impact the overall salary for this role.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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