Bank of America

Advisor Development Program - Downtown Orlando Financial Solutions Advisor Trainee

Bank of America

Orlando, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Bank of America's Advisor Development Program - Downtown Orlando Financial Solutions Advisor Trainee position! We are seeking motivated individuals who are passionate about helping clients achieve their financial goals and are looking to kickstart their career in the financial industry. As a trainee in our program, you will have the opportunity to learn from experienced advisors, receive hands-on training, and gain valuable skills to become a successful Financial Solutions Advisor. If you are driven, self-motivated, and have a strong interest in finance, this may be the perfect opportunity for you. Join our team and make a difference in the lives of our clients while building a successful career in financial services.

  1. Assist clients in setting and achieving their financial goals through personalized financial planning and investment strategies.
  2. Participate in training programs and workshops to develop a deep understanding of financial products and services offered by Bank of America.
  3. Shadow experienced advisors to learn and observe best practices for client interactions and financial advising.
  4. Build and maintain relationships with clients to understand their needs and provide tailored financial solutions.
  5. Stay up-to-date on industry trends and developments to provide clients with the most current and relevant financial advice.
  6. Collaborate with team members to create and implement effective marketing strategies to attract and retain clients.
  7. Utilize technology and digital tools to enhance the client experience and streamline processes.
  8. Comply with all regulatory and compliance standards to ensure the highest level of ethical and professional conduct.
  9. Meet or exceed performance goals and metrics set by the program and the company.
  10. Continuously seek opportunities for personal and professional growth and development within the program and the financial industry.
Where is this job?
This job is located at Orlando, FL, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Excellent Communication And Interpersonal Skills.

  • Ability To Work Independently And In A Team Environment.

  • Strong Interest In And Knowledge Of Financial Planning And Investment Strategies.

  • Previous Experience In Customer Service Or Sales Roles Preferred.

Required Skills
  • Communication Skills

  • Financial Planning

  • Networking

  • customer service

  • Relationship Building

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • Client Relations

  • wealth management

  • Investment Strategies

  • Sales Techniques

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Advisor Development Program - Downtown Orlando Financial Solutions Advisor Trainee in Orlando, FL, USA is $41,000 - $45,000 per year. However, this can vary depending on factors such as the specific company, the candidate's level of experience, and additional benefits or bonuses offered. It is important to research the specific job and company in question to get a more accurate salary 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 BeforeAugust 19th, 2025
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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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