Advisor Development Program - Beatties Ford Financial Solutions Advisor Trainee

Do you have a passion for financial planning and helping others achieve their financial goals? Are you looking for a dynamic and rewarding career in the financial industry? Look no further! Bank of America is seeking motivated individuals to join our Advisor Development Program as a Beatties Ford Financial Solutions Advisor Trainee. In this role, you will have the opportunity to develop and refine your skills through hands-on experience, mentorship, and comprehensive training. We are seeking candidates who are driven, customer-focused, and have a desire to continuously learn and grow. If this sounds like you, we invite you to apply for this exciting opportunity and embark on a fulfilling career with Bank of America.

1. Provide financial planning services to clients and assist them in achieving their financial goals.
2. Develop and maintain relationships with clients to understand their financial needs and provide tailored solutions.
3. Continuously learn and stay up-to-date with industry trends, products, and services.
4. Participate in the Advisor Development Program and complete all required trainings and certifications.
5. Collaborate with senior advisors and team members to support the overall success of the team.
6. Meet and exceed sales and performance goals set by the company.
7. Build trust and credibility with clients through excellent customer service and professional communication.
8. Conduct financial reviews and make recommendations to clients based on their financial goals and risk tolerance.
9. Adhere to all regulatory and compliance policies and procedures.
10. Demonstrate a strong work ethic and dedication to personal and professional growth.
11. Represent Bank of America in a positive and professional manner at all times.
12. Maintain accurate and detailed records of client interactions and transactions.
13. Proactively identify and pursue new business opportunities through networking and referrals.
14. Act as a brand ambassador for Bank of America and promote its products and services.
15. Embrace a team-oriented approach and support colleagues in achieving their goals.

According to JobzMall, the average salary range for a Advisor Development Program - Beatties Ford Financial Solutions Advisor Trainee in Charlotte, NC, USA is $45,000-$55,000 per year. This can vary based on factors such as the specific company, years of experience, and education level.

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.