
Advisor Development Program - Little Havana Financial Solutions Advisor Trainee
Are you a driven, ambitious individual with a passion for financial advising? Do you thrive in a fast-paced, dynamic environment? Then we have the perfect opportunity for you! Bank of America is seeking a dedicated and motivated individual to join our Advisor Development Program as a Financial Solutions Advisor Trainee in our Little Havana branch. In this role, you will have the opportunity to learn and grow under the guidance of experienced advisors and gain valuable knowledge and skills in the financial industry. If you possess excellent communication skills, a strong work ethic, and a desire to succeed, we want to hear from you!
- Provide financial advice and guidance to clients in accordance with Bank of America's policies and procedures.
- Develop and maintain strong relationships with clients to understand their financial goals and needs.
- Participate in the Advisor Development Program to learn and develop a deep understanding of financial products and services offered by Bank of America.
- Collaborate with experienced advisors to learn best practices and strategies for successful financial advising.
- Keep up-to-date with industry trends, regulations, and changes in financial products and services.
- Conduct thorough financial analyses for clients and present recommendations based on their individual financial goals.
- Actively prospect and acquire new clients through networking, referrals, and other sales techniques.
- Effectively communicate complex financial information to clients in a clear and understandable manner.
- Meet and exceed sales targets and performance metrics set by Bank of America.
- Continuously strive to enhance the client experience and provide exceptional customer service.
- Maintain accurate and detailed client records, ensuring compliance with all regulatory requirements.
- Collaborate with other team members and departments to provide a seamless and efficient client experience.
- Demonstrate a strong work ethic and willingness to learn and grow within the company.
- Adhere to all Bank of America's policies and procedures, as well as industry regulations and standards.
- Represent Bank of America in a professional and positive manner at all times.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Excellent Communication And Interpersonal Skills, With The Ability To Build Relationships With Clients And Colleagues.
Strong Understanding Of Financial Markets And Products, Including Investments, Insurance, And Retirement Planning.
Demonstrated Leadership Potential And A Track Record Of Taking Initiative And Driving Results.
Series 7 And 66 Licenses (Or Willingness To Obtain Within A Designated Timeframe).
Communication Skills
Financial Planning
Time Management
Product knowledge
Analytical Thinking
Risk assessment
Teamwork
wealth management
Client relationship building
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 - Little Havana Financial Solutions Advisor Trainee in Miami, FL, USA is $45,000-$65,000 per year. This can vary depending on the specific company, location, and level of experience of the individual.
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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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