Bank of America

Advisor Development Program Financial Solutions Advisor Trainee

Bank of America

Houston, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a driven and ambitious individual looking to jumpstart your career in the financial industry? Bank of America's Advisor Development Program for Financial Solutions Advisor Trainees may be the perfect opportunity for you! As a trainee, you will receive hands-on experience and comprehensive training to become a successful Financial Solutions Advisor at one of the world's leading financial institutions. We are seeking individuals who are passionate about helping clients achieve their financial goals and possess strong communication and analytical skills. If you are ready to take on a challenging and rewarding career path, we invite you to join our team!

  1. Participate in the Advisor Development Program to learn about financial solutions and how to become a successful Financial Solutions Advisor.
  2. Receive hands-on experience and comprehensive training to develop the necessary skills and knowledge for the role.
  3. Assist clients with their financial needs and goals by providing personalized recommendations and guidance.
  4. Build and maintain strong relationships with clients to understand their financial situations and provide ongoing support.
  5. Stay up-to-date on industry trends, products, and services offered by Bank of America to effectively advise clients.
  6. Utilize strong communication skills to effectively communicate complex financial information to clients in a clear and understandable manner.
  7. Analyze clients' financial information and goals to develop tailored financial solutions.
  8. Collaborate with team members and senior advisors to learn from their expertise and enhance the client experience.
  9. Adhere to all regulatory and compliance guidelines to ensure the safety and security of clients' assets.
  10. Continuously strive for personal and professional growth by seeking out learning opportunities and actively participating in training sessions and workshops.
Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance, Business, Or Related Field

  • Strong Interest In The Financial Services Industry And Desire To Pursue A Career In Financial Advising

  • Ability To Obtain Relevant Licenses And Certifications, Such As Series 7 And 66

  • Previous Experience In Customer Service Or Sales Roles Preferred

Required Skills
  • Communication Skills

  • Financial Planning

  • Networking

  • Time Management

  • Product knowledge

  • customer service

  • Relationship Building

  • Investment Management

  • Risk assessment

  • Market analysis

  • wealth management

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • 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 Houston, TX, USA is $50,000 - $65,000 per year. This can vary depending on factors such as education, experience, and the specific company and location.

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 BeforeApril 11th, 2026
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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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