Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized)

Bank of America

Asheville, NC, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America, we are committed to helping our clients achieve their financial goals and dreams. As a Financial Solutions Advisor Trainee in our centralized Advisor Development Program, you will have the opportunity to learn and grow in a dynamic and supportive environment. We are looking for individuals with a passion for finance and a desire to make a positive impact in people's lives. Join our team and embark on a rewarding career that offers endless opportunities for professional development and advancement.

  1. Learn and understand Bank of America's products and services in order to effectively assist clients with their financial needs and goals.
  2. Assist clients in creating personalized financial plans that align with their short and long-term objectives.
  3. Continuously engage in training and development opportunities to enhance knowledge and skills in the financial industry.
  4. Build and maintain strong relationships with clients by providing exceptional customer service and support.
  5. Collaborate with senior advisors and managers to develop strategies for client acquisition and retention.
  6. Utilize various tools and resources to conduct financial analyses and provide recommendations to clients.
  7. Adhere to all regulatory and compliance policies in order to ensure the protection of clients and the bank.
  8. Keep up-to-date with industry trends, changes, and advancements to provide the most current and relevant information to clients.
  9. Participate in team meetings and contribute ideas for improving processes and enhancing the client experience.
  10. Represent Bank of America's values and mission through professionalism, integrity, and dedication to client satisfaction.
Where is this job?
This job is located at Asheville, NC, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Excellent Communication And Interpersonal Skills.

  • Strong Interest In Financial Services And Investment Products.

  • Ability To Work Independently And In A Team Environment.

  • Willingness To Obtain Necessary Licenses And Certifications, Such As Series 7 And Series 66.

Required Skills
  • Financial Planning

  • Product knowledge

  • customer service

  • Relationship Building

  • Risk assessment

  • Market analysis

  • wealth management

  • Client communication

  • Goal Setting

  • Investment Strategies

  • Sales Techniques

  • Problem Sol

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) in Asheville, NC, USA is $55,000-$60,000 per year. This amount can vary depending on the specific company, experience level, and other factors.

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 BeforeJuly 20th, 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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