
Advisor Development Program - Downtown Orlando Financial Solutions Advisor Trainee
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.
- Assist clients in setting and achieving their financial goals through personalized financial planning and investment strategies.
- Participate in training programs and workshops to develop a deep understanding of financial products and services offered by Bank of America.
- Shadow experienced advisors to learn and observe best practices for client interactions and financial advising.
- Build and maintain relationships with clients to understand their needs and provide tailored financial solutions.
- Stay up-to-date on industry trends and developments to provide clients with the most current and relevant financial advice.
- Collaborate with team members to create and implement effective marketing strategies to attract and retain clients.
- Utilize technology and digital tools to enhance the client experience and streamline processes.
- Comply with all regulatory and compliance standards to ensure the highest level of ethical and professional conduct.
- Meet or exceed performance goals and metrics set by the program and the company.
- Continuously seek opportunities for personal and professional growth and development within the program and the financial industry.
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.
Communication Skills
Financial Planning
Networking
customer service
Relationship Building
Portfolio Management
Risk assessment
Market analysis
Client Relations
wealth management
Investment Strategies
Sales Techniques
Communication
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
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.
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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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