
Advisor Development Program - Financial Solutions Advisor Trainee
Are you a motivated and ambitious individual looking to jumpstart your career in the financial industry? Look no further than Bank of America's Advisor Development Program - Financial Solutions Advisor Trainee role! As a Trainee, you'll have the opportunity to learn and grow alongside experienced financial advisors, gaining the skills and knowledge needed to become a successful advisor yourself. We're seeking candidates with a strong passion for helping others and a drive to succeed in a fast-paced, dynamic environment. Join our team and start your journey towards a rewarding career in financial solutions advising.
- Participate in the Advisor Development Program and actively engage in all training and development activities.
- Shadow and assist experienced financial advisors in client meetings, presentations, and other daily tasks to gain hands-on experience and knowledge.
- Learn and understand Bank of America's financial products and services, as well as the industry regulations and best practices.
- Develop and maintain relationships with clients, providing exceptional customer service and support.
- Conduct research and analysis on financial markets, products, and trends to stay up-to-date and informed.
- Collaborate with team members and mentors to identify and pursue potential business opportunities.
- Utilize effective communication and presentation skills to educate clients on financial products and services and provide personalized recommendations.
- Comply with all company policies, procedures, and regulatory requirements to ensure ethical and responsible practices.
- Continuously seek to improve skills and knowledge through ongoing learning and development opportunities.
- Demonstrate a strong work ethic, self-motivation, and a willingness to take on new challenges and responsibilities.
- Maintain accurate and detailed records of client interactions and transactions.
- Represent Bank of America in a professional and positive manner at all times.
Bachelor's Degree In Finance, Economics, Or Related Field.
Series 7 And 66 Licenses, Or Willingness To Obtain Them Within A Specified Time Frame.
Strong Interest In Financial Planning And Wealth Management.
Excellent Interpersonal And Communication Skills.
Sales Experience Or Customer Service Experience Preferred.
Financial Planning
Risk assessment
Client Relationships
wealth management
Market trends
Portfolio analysis
Asset allocation
Retirement planning
Tax Planning
Insurance Products
Investment Strategies
Sales Techniques
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Advisor Development Program - Financial Solutions Advisor Trainee in Huntsville, AL, USA is $55,000-$65,000 per year. This may vary based on the specific company and their compensation package. Factors such as experience, qualifications, and performance may also impact the salary range for this position.
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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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