Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Milwaukee Merrill Office

Bank of America

Milwaukee, WI, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

  1. 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.
  2. Develop and maintain a thorough understanding of financial products, services, and industry regulations to provide accurate and valuable advice to clients.
  3. Build and maintain relationships with clients by actively listening to their financial goals and needs, and offering personalized solutions based on their individual circumstances.
  4. Collaborate with experienced advisors and managers to gain knowledge and expertise in the field, and seek guidance and support when needed.
  5. 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.
  6. Meet and exceed performance goals, including sales targets, client satisfaction, and retention.
  7. Conduct regular client reviews and follow-up meetings to assess progress, address any concerns, and offer additional financial solutions as needed.
  8. Adhere to all company policies and procedures, as well as industry regulations, to maintain a high level of professionalism and ethical standards.
  9. Act as a brand ambassador for Bank of America, promoting the company's values and mission to clients and the community.
  10. Embrace a growth mindset and actively seek opportunities to learn and develop new skills to advance in the company and the financial industry.
Where is this job?
This job is located at Milwaukee, WI, USA
Job Qualifications
  • 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.

Required Skills
  • Risk Management

  • Communication Skills

  • Financial Planning

  • customer service

  • Market analysis

  • wealth management

  • Asset allocation

  • Retirement planning

  • Client Relationship

  • Investment Strategies

  • Sales Techniques

  • Financial Products

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

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 BeforeNovember 16th, 2025
This job posting is from a verified source. 
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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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