
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized)
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.
- Learn and understand Bank of America's products and services in order to effectively assist clients with their financial needs and goals.
- Assist clients in creating personalized financial plans that align with their short and long-term objectives.
- Continuously engage in training and development opportunities to enhance knowledge and skills in the financial industry.
- Build and maintain strong relationships with clients by providing exceptional customer service and support.
- Collaborate with senior advisors and managers to develop strategies for client acquisition and retention.
- Utilize various tools and resources to conduct financial analyses and provide recommendations to clients.
- Adhere to all regulatory and compliance policies in order to ensure the protection of clients and the bank.
- Keep up-to-date with industry trends, changes, and advancements to provide the most current and relevant information to clients.
- Participate in team meetings and contribute ideas for improving processes and enhancing the client experience.
- Represent Bank of America's values and mission through professionalism, integrity, and dedication to client satisfaction.
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.
Financial Planning
Product knowledge
customer service
Relationship Building
Risk assessment
Market analysis
wealth management
Client communication
Goal Setting
Investment Strategies
Sales Techniques
Problem Sol
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Teamwork
Adaptability
Problem-Solving
Empathy
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.
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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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