Bank of America

Advisor Development Program Financial Solutions Advisor Trainee

Bank of America

Oklahoma City, OK, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Looking to jumpstart your career in the financial industry? Look no further than Bank of America's Advisor Development Program Financial Solutions Advisor Trainee position. As a trainee, you will have the opportunity to develop your skills and knowledge in financial solutions while being mentored by industry experts. This program is designed to equip you with the tools and experience necessary to become a successful Financial Solutions Advisor at Bank of America. We are seeking motivated individuals with a passion for helping clients achieve their financial goals. If you are driven, eager to learn, and have excellent communication skills, we encourage you to apply for this exciting opportunity.

  1. Participate in the Advisor Development Program to gain comprehensive knowledge and understanding of financial solutions and services offered by Bank of America.
  2. Actively engage in training sessions and mentorship opportunities to learn from industry experts and develop practical skills.
  3. Assist clients in identifying their financial needs and goals through effective communication and active listening.
  4. Conduct in-depth financial analyses and provide personalized recommendations based on clients' financial situations.
  5. Work collaboratively with team members to meet and exceed individual and team goals.
  6. Continuously expand knowledge of industry regulations and stay up-to-date on changes in the financial market.
  7. Provide exceptional customer service by building and maintaining strong relationships with clients.
  8. Act with integrity and maintain confidentiality when handling sensitive financial information.
  9. Demonstrate a strong work ethic and proactively seek out opportunities for growth and development within the program.
  10. Adhere to all company policies and procedures, including compliance with regulatory requirements.
Where is this job?
This job is located at Oklahoma City, OK, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Strong Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Colleagues.

  • Knowledge Of Financial Products And Services, Including Investments, Banking, And Insurance.

  • Previous Sales Or Customer Service Experience, Preferably In A Financial Or Retail Setting.

  • Ability To Obtain Necessary Licenses And Certifications, Such As Finra Series 7 And 66, Within A Designated Timeframe.

Required Skills
  • Financial Analysis

  • Financial Planning

  • Market Research

  • Portfolio Management

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Investment Strategies

  • Customer

  • 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 Financial Solutions Advisor Trainee in Oklahoma City, OK, USA is between $50,000 to $70,000 per year. However, this can vary depending on factors such as experience, education, and performance.

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 BeforeSeptember 18th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started