Bank of America

Advisor Development Program Financial Solutions Advisor Trainee

Bank of America

Salt Lake City, UT, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you looking for an exciting opportunity to jumpstart your career in the financial industry? Bank of America is seeking motivated individuals to join our Advisor Development Program as a Financial Solutions Advisor Trainee. This comprehensive program is designed to provide you with the necessary tools and skills to become a successful financial advisor and help clients achieve their financial goals. We are looking for enthusiastic individuals with a passion for helping others and a drive to learn and grow. If you have a Bachelor's degree, strong communication skills, and a desire to build a career in finance, we want to hear from you! Join our team today and embark on a rewarding journey towards a successful career as a Financial Solutions Advisor.

  1. Attend and actively participate in all components of the Advisor Development Program, including training sessions, meetings, and workshops.
  2. Learn and understand Bank of America's products, services, and processes in order to effectively advise clients.
  3. Develop and maintain relationships with clients, providing them with personalized financial guidance and solutions.
  4. Conduct thorough financial analyses for clients and make appropriate recommendations based on their needs and goals.
  5. Collaborate with experienced financial advisors to shadow and assist in client meetings and presentations.
  6. Continuously expand knowledge and stay updated on industry trends and changes in order to provide clients with the most relevant and accurate information.
  7. Meet and exceed performance goals set by the program and the company.
  8. Maintain a high level of professionalism and ethical standards when working with clients and handling their financial information.
  9. Communicate effectively and build rapport with clients to establish trust and foster long-term relationships.
  10. Participate in networking and community events to promote the Bank of America brand and services.
  11. Comply with all regulatory and compliance policies and procedures.
  12. Take initiative and demonstrate a strong work ethic in order to excel in the program and advance in the company.
  13. Seek guidance and mentorship from experienced advisors to continuously improve skills and performance.
  14. Adhere to program timelines and complete all required tasks and assignments in a timely manner.
  15. Represent Bank of America with integrity and a positive attitude at all times.
Where is this job?
This job is located at Salt Lake City, UT, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business Administration, Or A Related Field.

  • Strong Communication And Interpersonal Skills.

  • Knowledge Of Financial Products And Services.

  • Ability To Obtain Necessary Licenses And Certifications, Such As Series 7 And Series 66.

  • Prior Experience In Customer Service And/Or Sales Roles.

Required Skills
  • Market Research

  • Investment Management

  • Risk assessment

  • Client Relationship Management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Wealth planning

  • Insurance Products

  • Tax Strategies

  • Financial Advising

  • Estate

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Advisor Development Program Financial Solutions Advisor Trainee in Salt Lake City, UT, USA is $56,000 - $72,000 per year. This range can vary depending on factors such as experience, education, and the specific company or organization. It is important to research and compare salaries from multiple sources to get a more accurate understanding of the average salary for this position in Salt Lake City.

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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