Advisor Development Program - Financial Solutions Advisor Trainee
Are you looking for a career that combines your passion for finance with your desire to help others achieve their financial goals? Look no further than Bank of America's Advisor Development Program - Financial Solutions Advisor Trainee position. As a trainee in our program, you will have the opportunity to gain hands-on experience and develop the skills necessary to become a successful financial advisor. We are seeking individuals who are driven, self-motivated, and eager to learn. Join our team and start your journey towards a rewarding and fulfilling career in the financial industry!
- Assist clients in setting and achieving their financial goals by providing personalized financial advice and solutions.
- Develop and maintain relationships with clients to understand their financial needs and provide ongoing support.
- Learn and understand Bank of America's products and services to effectively recommend solutions to clients.
- Attend training sessions and participate in on-the-job learning experiences to gain knowledge and expertise in the financial industry.
- Continuously improve knowledge and skills in financial planning, investments, and market trends to provide informed and up-to-date advice to clients.
- Collaborate with team members and mentors to develop strategies and plans to meet performance goals.
- Utilize various resources and tools to analyze client's financial situation and provide appropriate recommendations.
- Comply with all regulatory and compliance standards to ensure ethical and legal practices.
- Maintain accurate and organized client records and documentation.
- Strive to achieve and exceed sales targets and performance metrics.
- Stay updated on industry trends and changes to provide the best service and advice to clients.
- Uphold Bank of America's values and represent the company in a professional and positive manner.
- Act as a brand ambassador for Bank of America and promote its products and services to potential clients.
- Continuously seek opportunities for self-growth and development to advance in the company.
- Demonstrate a strong work ethic, drive, and determination to succeed in the financial industry.
Bachelor's Degree In Finance, Business Administration, Or A Related Field.
Strong Communication And Interpersonal Skills.
Ability To Work Independently And In A Team Environment.
Basic Understanding Of Financial Products And Services.
Willingness To Obtain Necessary Licenses And Certifications, Such As Series 7 And 66.
Financial Analysis
Financial Planning
Networking
Product knowledge
customer service
Relationship Management
Risk assessment
wealth management
Client communication
Investment Strategies
Cross-Selling
Sales Techniques
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
Critical thinking
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee in Tallahassee, FL, USA is between $40,000-$60,000 per year. This may vary depending on the specific company, location, and individual qualifications and experience.
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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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