Bank of America

Advisor Development Program - Lauderdale Lakes Financial Solutions Advisor Trainee

Bank of America

Lauderdale Lakes, FL, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Bank of America's Advisor Development Program in Lauderdale Lakes! We are excited to offer a unique opportunity for individuals interested in a career in financial advising. Our program offers hands-on training and learning experiences to help you develop the skills and knowledge necessary to become a successful Financial Solutions Advisor. As a trainee in our program, you will have the opportunity to work alongside experienced advisors, build relationships with clients, and gain a comprehensive understanding of the financial industry. If you are a motivated, goal-oriented individual with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

  1. Provide a welcoming and informative introduction to Bank of America's Advisor Development Program in Lauderdale Lakes to potential applicants.
  2. Facilitate the training and learning experiences for trainees in the program.
  3. Assist trainees in developing the necessary skills and knowledge to become successful Financial Solutions Advisors.
  4. Coordinate and schedule hands-on training opportunities for trainees.
  5. Pair trainees with experienced advisors to provide mentorship and guidance.
  6. Foster a positive and inclusive learning environment for trainees.
  7. Ensure trainees are meeting performance expectations and provide feedback for improvement.
  8. Monitor trainees' progress and provide support and resources as needed.
  9. Encourage and motivate trainees to achieve their goals and excel in the program.
  10. Foster relationships with clients and assist in building their financial portfolios.
  11. Continuously educate trainees on industry updates, market trends, and best practices.
  12. Adhere to all company policies and procedures while promoting a culture of professionalism and integrity.
  13. Act as a brand ambassador for Bank of America and its Advisor Development Program.
  14. Collaborate with other team members to ensure the success of the program and its trainees.
Where is this job?
This job is located at Lauderdale Lakes, FL, USA
Job Qualifications
  • Bachelor's Degree In A Related Field, Such As Finance, Economics, Or Business Administration.

  • Strong Communication And Interpersonal Skills, With The Ability To Build Relationships And Effectively Communicate Financial Concepts To Clients.

  • Prior Experience In Customer Service Or Sales, Preferably In A Financial Or Banking Setting.

  • Knowledge Of Financial Products And Services, As Well As Investment Strategies.

  • Ability To Obtain Necessary Licenses And Certifications, Such As Series 7 And 66, Within A Specified Timeframe.

Required Skills
  • Communication Skills

  • Financial Planning

  • Networking

  • Time Management

  • Product knowledge

  • Risk assessment

  • Market analysis

  • Client Relationship Management

  • Problem-Solving

  • wealth management

  • 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 - Lauderdale Lakes Financial Solutions Advisor Trainee in Lauderdale Lakes, FL, USA is $40,000 - $50,000 per year. However, this can vary depending on the specific company, location, and level of experience of the individual. Some companies may offer higher salaries and additional benefits for this type of role, while others may offer lower salaries. It is important to research the specific company and negotiate salary based on your qualifications and experience.

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 BeforeJune 21st, 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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