Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee

Bank of America

Abington, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and ambitious individual looking to kickstart your career in the finance industry? Look no further than Bank of America's Advisor Development Program - Financial Solutions Advisor Trainee position! As a trainee in this program, you will receive hands-on training and mentorship to become a successful Financial Solutions Advisor, providing comprehensive financial advice and guidance to clients. We are seeking individuals with a strong desire to learn and grow, exceptional communication skills, and a passion for helping others achieve their financial goals. If this sounds like you, we welcome you to apply and join our team at Bank of America.

  1. Participate in Bank of America's Advisor Development Program to gain a thorough understanding of the finance industry and the role of a Financial Solutions Advisor.
  2. Learn and implement Bank of America's financial products and services, including investment options, banking solutions, and financial planning tools.
  3. Develop strong communication skills to effectively communicate with clients and provide them with comprehensive financial advice and guidance.
  4. Build and maintain relationships with clients by understanding their financial goals and providing personalized solutions to help them achieve those goals.
  5. Attend training sessions and workshops to continuously improve knowledge and skills in the finance industry.
  6. Receive mentorship from experienced Financial Solutions Advisors to learn best practices and strategies for success.
  7. Develop and maintain a deep understanding of industry regulations and compliance standards.
  8. Collaborate with team members and other departments to ensure a seamless client experience.
  9. Utilize various technology tools and platforms to perform financial analyses and provide recommendations to clients.
  10. Embrace a growth mindset and actively seek out opportunities for personal and professional development.
  11. Meet and exceed performance goals and targets set by Bank of America.
  12. Uphold the company's values and brand image in all interactions with clients and colleagues.
  13. Stay up-to-date with market trends and industry developments to provide clients with the most relevant and timely financial advice.
  14. Adhere to all ethical and legal standards set by Bank of America and the finance industry.
  15. Maintain accurate and detailed records of client interactions and financial transactions.
Where is this job?
This job is located at Abington, MA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance, Economics, Business, Or Related Field

  • Ability To Obtain Necessary Licenses And Certifications, Such As Series 7 And Series 66, Within A Designated Timeframe.

  • Strong Interest In Financial Industry And Investment Products

  • Proven Track Record Of Exceptional Customer Service And Sales Experience

Required Skills
  • Communication Skills

  • Financial Planning

  • Time Management

  • Product knowledge

  • Risk assessment

  • Market analysis

  • Client Relationship Management

  • wealth management

  • Retirement planning

  • Investment Strategies

  • Problem

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee in Abington, MA, USA is $50,000 - $65,000 per year. However, this can vary depending on the specific company, location, and level of experience.

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 BeforeMay 22nd, 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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