Bank of America

Advisor Development Program Financial Solutions Advisor Trainee

Bank of America

Allen, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping others achieve their financial goals? Do you have a strong desire to continuously learn and grow in the financial industry? Bank of America is looking for motivated individuals to join our Advisor Development Program as a Financial Solutions Advisor Trainee. This program will provide you with the tools, resources, and support to become a successful Financial Solutions Advisor and make a positive impact in the lives of our clients. We are seeking candidates who possess a strong work ethic, excellent communication skills, and a drive to succeed. If you are ready to embark on a fulfilling career in financial services, we encourage you to apply for this exciting opportunity.

  1. Develop and maintain a deep understanding of financial products and services offered by Bank of America.
  2. Provide exceptional customer service by building strong relationships with clients and helping them achieve their financial goals.
  3. Continuously learn and stay up-to-date with industry trends, regulations, and best practices.
  4. Actively participate in the Advisor Development Program, including attending training sessions, workshops, and completing assignments.
  5. Collaborate with team members and mentors to enhance knowledge and skills.
  6. Utilize effective communication skills to educate and guide clients on various financial solutions.
  7. Meet and exceed individual and team performance targets.
  8. Adhere to all company policies, procedures, and compliance regulations.
  9. Maintain accurate and updated client records and documentation.
  10. Represent Bank of America in a professional and positive manner at all times.
  11. Continuously seek opportunities to improve and innovate processes and services.
  12. Demonstrate a strong work ethic and commitment to personal and professional growth.
  13. Foster a positive and inclusive work environment.
  14. Maintain confidentiality and protect sensitive information.
  15. Embrace and promote the company's values and mission.
Where is this job?
This job is located at Allen, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Strong Analytical And Problem-Solving Skills.

  • Excellent Communication And Interpersonal Skills.

  • Ability To Work In A Fast-Paced And Dynamic Environment.

  • Familiarity With Financial Products And Services, Such As Investments, Banking, And Insurance.

Required Skills
  • Budgeting

  • Financial Planning

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Retirement planning

  • Cash flow management

  • Investment Analysis

  • Tax Strategies

  • Portfolio Diversification

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Advisor Development Program Financial Solutions Advisor Trainee in Allen, TX, USA is $40,000-$60,000 per year. However, this can vary depending on factors such as experience, location, and employer.

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 BeforeDecember 15th, 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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