Bank of America

Advisor Development Program Financial Solutions Advisor Trainee

Bank of America

Houston, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Bank of America's Advisor Development Program - a comprehensive training program designed to develop the next generation of Financial Solutions Advisors. We are seeking ambitious and driven individuals to join our team as Trainees and embark on a rewarding career in the financial industry. This program will provide you with the skills, knowledge, and resources to become a successful Financial Solutions Advisor, offering personalized financial solutions to our clients. If you are passionate about helping others achieve their financial goals and possess strong communication and problem-solving skills, we encourage you to apply and join our dynamic team.

  1. Attend and actively participate in all training sessions and workshops to gain a thorough understanding of the financial industry and Bank of America's products and services.
  2. Develop a deep understanding of the Advisor Development Program curriculum and apply it to real-world scenarios.
  3. Build relationships with clients and provide personalized financial solutions based on their needs and goals.
  4. Collaborate with experienced advisors to gain hands-on experience and receive coaching and mentorship.
  5. Utilize effective communication skills to present financial information to clients in a clear and understandable manner.
  6. Continuously update knowledge on industry trends and regulations to provide up-to-date financial advice to clients.
  7. Meet and exceed performance targets and sales goals set by the program.
  8. Demonstrate strong problem-solving skills to address client inquiries and concerns.
  9. Uphold the Bank of America brand and adhere to ethical standards and compliance regulations.
  10. Represent the company in a professional and positive manner at all times.
  11. Take ownership of personal development and actively seek opportunities for growth within the company.
  12. Foster a positive and inclusive team environment by working collaboratively with peers and colleagues.
  13. Maintain accurate and thorough records of client interactions and financial transactions.
  14. Adhere to all program policies and procedures to ensure a smooth and successful program experience.
  15. Act as a brand ambassador for Bank of America and promote the company's values and mission.
Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Strong Analytical And Problem-Solving Skills.

  • Excellent Communication And Interpersonal Skills.

  • Ability To Work In A Fast-Paced And Dynamic Environment.

  • Passion For Financial Services And Helping Clients Achieve Their Financial Goals.

Required Skills
  • Communication Skills

  • Financial Planning

  • Product knowledge

  • customer service

  • Investment Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Retirement planning

  • Client Relationship

  • Banking operations

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Advisor Development Program Financial Solutions Advisor Trainee in Houston, TX, USA is $50,000-$65,000 per year. However, this can vary depending on the specific company, level of experience, and other factors. It is best to research the salary range for a specific company or role to get a more accurate estimate.

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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