
Advisor Development Program Financial Solutions Advisor Trainee
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.
- Participate in the Advisor Development Program to gain comprehensive knowledge and understanding of financial solutions and services offered by Bank of America.
- Actively engage in training sessions and mentorship opportunities to learn from industry experts and develop practical skills.
- Assist clients in identifying their financial needs and goals through effective communication and active listening.
- Conduct in-depth financial analyses and provide personalized recommendations based on clients' financial situations.
- Work collaboratively with team members to meet and exceed individual and team goals.
- Continuously expand knowledge of industry regulations and stay up-to-date on changes in the financial market.
- Provide exceptional customer service by building and maintaining strong relationships with clients.
- Act with integrity and maintain confidentiality when handling sensitive financial information.
- Demonstrate a strong work ethic and proactively seek out opportunities for growth and development within the program.
- Adhere to all company policies and procedures, including compliance with regulatory requirements.
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.
Financial Analysis
Financial Planning
Market Research
Portfolio Management
Risk assessment
Client Relationship Management
wealth management
Asset allocation
Retirement planning
Investment Strategies
Customer
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 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.
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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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