Advisor Development Program - Financial Solutions Advisor Trainee

Welcome to the Bank of America Advisor Development Program for Financial Solutions Advisor Trainees! We are looking for motivated and driven individuals who are passionate about helping clients achieve their financial goals. As a trainee in this program, you will have the opportunity to learn from experienced advisors and develop the skills needed to provide comprehensive financial solutions to our clients. Join us and embark on a rewarding career in the financial services industry.

1. Learn the fundamentals of the financial services industry and the role of a financial solutions advisor.
2. Participate in training sessions and workshops to develop knowledge and skills in financial planning, investment management, and wealth management.
3. Assist experienced advisors in conducting client meetings and providing financial advice to clients.
4. Build relationships with clients and provide excellent customer service.
5. Conduct research and analysis to support financial recommendations for clients.
6. Stay updated on market trends and changes in the financial industry.
7. Adhere to all company policies, procedures, and regulations.
8. Maintain accurate and organized client records.
9. Collaborate with team members to achieve team and individual goals.
10. Continuously develop and improve skills through ongoing training and education opportunities.
11. Represent Bank of America in a professional and positive manner at all times.
12. Comply with all ethical standards and maintain client confidentiality.
13. Demonstrate a strong work ethic and dedication to the program.
14. Embrace feedback and actively seek opportunities for growth and improvement.
15. Promote the Bank of America brand and the Advisor Development Program to potential clients and candidates.

According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee in Cape Coral, FL, USA is $39,000 - $59,000 per year. This may vary depending on the specific company and experience level of the individual. Some companies may offer additional benefits and bonuses as part of the program.

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.