Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee: Woodbury Financial Center

Bank of America

Woodbury, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America's Woodbury Financial Center, we are committed to helping our clients achieve their financial goals. We are currently seeking motivated individuals to join our Advisor Development Program as a Financial Solutions Advisor Trainee. This program offers a comprehensive training and development platform to equip you with the skills and knowledge needed to become a successful Financial Solutions Advisor. If you are a driven and customer-focused individual with a passion for finance, we want to hear from you. Join our team and embark on a rewarding career in the financial industry.

  1. Develop and maintain strong relationships with clients, providing exceptional customer service and helping them achieve their financial goals.
  2. Participate in the Advisor Development Program, completing all required training and development activities to become a successful Financial Solutions Advisor.
  3. Assist clients in identifying their financial needs and recommending appropriate products and services to meet those needs.
  4. Conduct thorough financial reviews with clients to assess their current financial situation and provide personalized recommendations.
  5. Stay up-to-date on industry trends, products, and services to effectively advise clients and meet their changing financial needs.
  6. Collaborate with team members and other bank departments to provide a seamless and efficient client experience.
  7. Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and risk management.
  8. Meet and exceed sales goals by proactively identifying and pursuing new business opportunities.
  9. Continuously seek feedback and strive for self-improvement to enhance job performance and contribute to the success of the team.
  10. Demonstrate a strong understanding of Bank of America's values and commitment to providing exceptional client service.
Where is this job?
This job is located at Woodbury, NY, USA
Job Qualifications
  • Strong Communication And Interpersonal Skills.

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

  • Relevant Work Experience In Sales, Finance, Or Customer Service.

  • Ability To Obtain Necessary Licenses And Certifications (E.g. Series 7 And 66) Within A Designated Timeframe.

  • Motivated And Driven To Succeed In A Fast-Paced And Competitive Environment.

Required Skills
  • Communication Skills

  • Financial Planning

  • customer service

  • Relationship Building

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • wealth management

  • Retirement planning

  • Insurance Products

  • Investment Strategies

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee: Woodbury Financial Center in Woodbury, NY, USA is $50,000-$60,000 per year. This can vary depending on the individual's qualifications, experience, and performance. Some trainees may also receive additional benefits such as bonuses or commission based on their sales performance.

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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