Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee

Bank of America

Huntsville, AL, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

  1. Participate in the Advisor Development Program and actively engage in all training and development activities.
  2. Shadow and assist experienced financial advisors in client meetings, presentations, and other daily tasks to gain hands-on experience and knowledge.
  3. Learn and understand Bank of America's financial products and services, as well as the industry regulations and best practices.
  4. Develop and maintain relationships with clients, providing exceptional customer service and support.
  5. Conduct research and analysis on financial markets, products, and trends to stay up-to-date and informed.
  6. Collaborate with team members and mentors to identify and pursue potential business opportunities.
  7. Utilize effective communication and presentation skills to educate clients on financial products and services and provide personalized recommendations.
  8. Comply with all company policies, procedures, and regulatory requirements to ensure ethical and responsible practices.
  9. Continuously seek to improve skills and knowledge through ongoing learning and development opportunities.
  10. Demonstrate a strong work ethic, self-motivation, and a willingness to take on new challenges and responsibilities.
  11. Maintain accurate and detailed records of client interactions and transactions.
  12. Represent Bank of America in a professional and positive manner at all times.
Where is this job?
This job is located at Huntsville, AL, USA
Job Qualifications
  • 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.

Required Skills
  • Financial Planning

  • Risk assessment

  • Client Relationships

  • wealth management

  • Market trends

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Tax Planning

  • Insurance Products

  • Investment Strategies

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

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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