Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee

Bank of America

Pepper Pike, OH 44124, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a recent college graduate with a passion for finance and a drive to succeed? Look no further than Bank of America's Advisor Development Program - Financial Solutions Advisor Trainee position. This program is designed to provide you with the necessary skills and experience to launch a successful career as a Financial Solutions Advisor. As a trainee, you will receive hands-on training and mentorship from industry experts, while also having the opportunity to earn industry certifications. We are seeking motivated individuals with strong communication and problem-solving skills, a dedication to providing exceptional customer service, and a desire to continuously learn and grow in the financial industry. If you are ready to jumpstart your career and make a difference in the lives of clients, we want to hear from you. Join our team at Bank of America and embark on a fulfilling and rewarding journey towards becoming a Financial Solutions Advisor.

  1. Attend training sessions and actively participate in learning activities to develop a strong understanding of financial products and services offered by Bank of America.
  2. Work closely with experienced Financial Solutions Advisors to gain hands-on experience in providing financial advice and services to clients.
  3. Build and maintain relationships with clients by providing exceptional customer service and addressing their financial needs.
  4. Continuously learn and stay up-to-date on industry trends, regulations, and best practices to ensure the highest level of service is provided to clients.
  5. Collaborate with team members and managers to develop and implement strategies to achieve individual and team goals.
  6. Complete assigned tasks and projects accurately and in a timely manner.
  7. Communicate effectively with clients, colleagues, and managers to provide updates, gather feedback, and address any concerns.
  8. Actively pursue industry certifications and credentials to enhance knowledge and credibility as a Financial Solutions Advisor.
  9. Maintain confidentiality and adhere to all bank policies and procedures.
  10. Demonstrate a strong work ethic, a positive attitude, and a willingness to take on new challenges.
  11. Represent Bank of America in a professional and ethical manner at all times.
  12. Continuously strive for personal and professional growth and development within the financial industry.
Where is this job?
This job is located at Pepper Pike, OH 44124, USA
Job Qualifications
  • Bachelor's Degree In A Related Field, Such As Finance, Economics, Or Business

  • Strong Communication And Interpersonal Skills, With The Ability To Build Relationships And Provide Excellent Customer Service

  • Passion For Financial Planning And Investment Strategies

  • Knowledge Of Banking And Financial Products, Including Investments, Insurance, And Lending

  • Previous Experience In Sales Or Customer Service Roles, Preferably In The Financial Industry

Required Skills
  • Communication Skills

  • Financial Planning

  • Time Management

  • Product knowledge

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Retirement planning

  • Client relationship building

  • Investment Strategies

  • Sales Techniques

  • Analy

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee in Pepper Pike, OH 44124, USA is $50,000-$60,000 per year. This may vary based on the specific company, location, and level of experience of the individual.

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 BeforeJuly 20th, 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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