
Advisor Development Program Financial Solutions Advisor Trainee
Welcome to Bank of America's Advisor Development Program Financial Solutions Advisor Trainee position! We are seeking highly motivated individuals who are eager to begin their career in the financial industry. This program will provide you with the necessary tools and training to become a successful Financial Solutions Advisor, helping clients achieve their financial goals. As a Trainee, you will have the opportunity to learn from experienced advisors and gain hands-on experience in providing financial advice and solutions to clients. If you have a passion for finance and a drive to help others, we encourage you to apply for this exciting opportunity.
- Attend and actively participate in all training sessions and workshops to gain knowledge and understanding of the financial industry, products and services offered by Bank of America, and the role of a Financial Solutions Advisor.
- Assist experienced advisors in conducting client meetings and providing financial advice and solutions to clients.
- Develop a deep understanding of clients' financial goals and objectives, and provide tailored recommendations to help them achieve their goals.
- Collaborate with team members and mentors to enhance knowledge and skills in financial planning, investment management, and risk management.
- Build and maintain strong relationships with clients, providing exceptional customer service and addressing any concerns or questions they may have.
- Utilize technology and resources provided by Bank of America to effectively manage and track client information and progress.
- Adhere to all regulatory and compliance guidelines and maintain the highest ethical standards in all interactions with clients.
- Continuously strive to meet and exceed performance goals and expectations set by the program and the company.
- Stay updated on industry trends and developments to provide clients with the most relevant and accurate financial advice.
- Represent Bank of America and the Advisor Development Program in a professional and positive manner at all times.
Strong Communication And Interpersonal Skills
Bachelor's Degree In Finance, Economics, Or A Related Field
Previous Experience In Sales, Customer Service, Or Financial Services
Ability To Obtain Necessary Licenses And Certifications (Such As Series 7 And 66) Within A Designated Timeframe
Passion For Helping Clients Achieve Their Financial Goals And A Drive To Succeed In A Fast-Paced, Competitive Environment.
Financial Analysis
Financial Planning
Market Research
customer service
Investment Strategy
Risk assessment
Client Relationship Management
wealth management
Retirement planning
Sales Techniques
Taxation Knowledge
Communication
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
Critical thinking
Teamwork
collaboration
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Advisor Development Program Financial Solutions Advisor Trainee in Dallas, TX, USA is $50,000-$70,000 per year. However, the salary may vary depending on factors such as the specific company, experience level, and responsibilities within the role. It is important to research the specific company and their compensation package for this position in order to get a more accurate salary estimate.
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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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