Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee: Meredith Financial Center Des Moines, IA

Bank of America

Des Moines, IA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a passionate and driven individual looking to jumpstart your career in the financial industry? Look no further! Bank of America is seeking motivated candidates to join our Advisor Development Program as a Financial Solutions Advisor Trainee at our Meredith Financial Center in Des Moines, IA. In this dynamic role, you will have the opportunity to receive comprehensive training and hands-on experience to become a successful Financial Solutions Advisor. We are looking for individuals with a strong work ethic, excellent communication skills, and a desire to make a positive impact on the lives of our clients. If you have a passion for finance and a desire to grow both personally and professionally, we want to hear from you!

  1. Participate in the Advisor Development Program, including completing all necessary training and on-the-job experience to become a successful Financial Solutions Advisor.
  2. Build and maintain relationships with clients by providing exceptional customer service and personalized financial advice.
  3. Assist clients with their financial needs, including budgeting, savings, investments, and retirement planning.
  4. Conduct thorough financial assessments to understand clients' current financial situations and goals.
  5. Continuously educate oneself on industry trends, market changes, and Bank of America products and services.
  6. Collaborate with team members and senior advisors to identify opportunities for growth and development.
  7. Communicate effectively with clients, colleagues, and superiors to ensure a positive and professional work environment.
  8. Adhere to all regulatory and compliance guidelines to maintain the integrity of the financial services provided.
  9. Meet and exceed performance goals and targets set by the company.
  10. Represent Bank of America and the Advisor Development Program in a positive and professional manner at all times.
  11. Continuously seek opportunities for personal and professional growth and development within the company.
  12. Maintain a strong work ethic and positive attitude while working in a fast-paced and dynamic environment.
  13. Act as a brand ambassador for Bank of America and the Advisor Development Program, promoting the company's values and mission.
  14. Provide support and assistance to team members and colleagues as needed.
  15. Embrace change and adapt to new processes and technologies to improve efficiency and effectiveness.
Where is this job?
This job is located at Des Moines, IA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Strong Analytical And Problem-Solving Skills.

  • Excellent Communication And Interpersonal Skills.

  • Ability To Obtain Necessary Licenses And Certifications, Such As Series 7 And 66.

  • Previous Experience In Financial Services Or Sales Is Preferred.

Required Skills
  • Risk Management

  • Financial Analysis

  • Communication Skills

  • Financial Planning

  • Market Research

  • Time Management

  • Product knowledge

  • Compliance regulations

  • Client Relationships

  • wealth management

  • Investment Strategies

  • Sales Techniques

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee: Meredith Financial Center Des Moines, IA in Des Moines, IA, USA is $44,000 - $55,000 per year. This can vary based on factors such as experience, location, and specific job responsibilities.

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 BeforeJune 21st, 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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