
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Milwaukee Merrill Office
Are you a driven, ambitious individual looking to kickstart your career in the financial industry? Look no further than Bank of America's Advisor Development Program. As a Financial Solutions Advisor Trainee in our Milwaukee Merrill Office, you will receive top-notch training and resources to become a successful advisor and provide valuable financial solutions to our clients. We are seeking individuals with a strong passion for finance, excellent communication skills, and a desire to constantly learn and grow. If this sounds like you, we invite you to join our team and make a real impact in people's financial lives.
- Attend and actively participate in training sessions and development programs to learn about the financial industry, Bank of America's products and services, and how to effectively provide financial solutions to clients.
- Develop and maintain a thorough understanding of financial products, services, and industry regulations to provide accurate and valuable advice to clients.
- Build and maintain relationships with clients by actively listening to their financial goals and needs, and offering personalized solutions based on their individual circumstances.
- Collaborate with experienced advisors and managers to gain knowledge and expertise in the field, and seek guidance and support when needed.
- Continuously educate oneself on industry trends, market changes, and new products and services offered by Bank of America to stay up-to-date and provide the best possible service to clients.
- Meet and exceed performance goals, including sales targets, client satisfaction, and retention.
- Conduct regular client reviews and follow-up meetings to assess progress, address any concerns, and offer additional financial solutions as needed.
- Adhere to all company policies and procedures, as well as industry regulations, to maintain a high level of professionalism and ethical standards.
- Act as a brand ambassador for Bank of America, promoting the company's values and mission to clients and the community.
- Embrace a growth mindset and actively seek opportunities to learn and develop new skills to advance in the company and the financial industry.
Excellent Communication And Interpersonal Skills
Strong Understanding Of Financial Markets And Products
Bachelor's Degree In Finance, Economics, Or A Related Field
Prior Experience In Sales Or Customer Service Roles
Ability To Obtain Necessary Licenses And Certifications (Such As Series 7 And Series 66) Within A Specified Timeframe.
Risk Management
Communication Skills
Financial Planning
customer service
Market analysis
wealth management
Asset allocation
Retirement planning
Client Relationship
Investment Strategies
Sales Techniques
Financial Products
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Milwaukee Merrill Office in Milwaukee, WI, USA is $50,000-$70,000. This salary range can vary depending on factors such as experience, education, and performance. Additionally, bonuses and commission may also be included in the compensation package for this role.
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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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