Bank of America

Financial Solutions Advisor Trainee

Bank of America

New Brunswick, NJ, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a recent college graduate looking to jumpstart your career in the financial industry? Do you have a passion for helping clients achieve their financial goals and providing them with sound financial advice? Look no further, as Bank of America is seeking motivated individuals to join our team as Financial Solutions Advisor Trainees. In this role, you will have the opportunity to learn and develop the skills necessary to become a successful financial advisor while also providing exceptional service to our clients. We are looking for candidates who possess a strong work ethic, excellent communication skills, and a desire to learn and grow in a fast-paced environment. If you are ready to embark on a rewarding career in the financial services industry, then we want to hear from you!

  1. Provide exceptional customer service to clients by understanding their financial needs and goals and offering appropriate solutions and advice.
  2. Learn and understand the products and services offered by Bank of America and effectively communicate them to clients.
  3. Attend training sessions and workshops to develop knowledge and skills related to financial advising.
  4. Build and maintain relationships with clients, providing ongoing support and assistance.
  5. Conduct regular financial analyses for clients to assess their current financial situation and make recommendations for improvement.
  6. Keep up-to-date with industry trends and changes in regulations that may affect clients' finances.
  7. Collaborate with other team members and departments to provide a holistic approach to client solutions.
  8. Meet and exceed sales targets by actively promoting and selling Bank of America products and services.
  9. Continuously seek opportunities to improve and enhance personal knowledge and skills in the financial industry.
  10. Maintain accurate records and documentation of client interactions and transactions.
  11. Follow all company policies and procedures, as well as industry regulations and compliance requirements.
  12. Participate in networking and community events to promote Bank of America's services and build a client base.
  13. Assist with onboarding and training of new team members as needed.
  14. Adhere to a high level of professionalism and ethics in all interactions with clients and colleagues.
  15. Continuously strive to provide the best possible experience for clients and contribute to the overall success of the team and company.
Where is this job?
This job is located at New Brunswick, NJ, USA
Job Qualifications
  • Strong Analytical And Problem-Solving Skills.

  • Excellent Communication And Interpersonal Skills.

  • Bachelor's Degree In Business, Finance, Economics, Or A Related Field.

  • Knowledge Of Financial Products And Services.

  • Ability To Obtain Necessary Licenses And Certifications, Such As Series 7 And Series 66.

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Financial Planning

  • customer service

  • Market

  • Client Relations

  • wealth management

  • Retirement planning

  • Investment Strategies

  • Portfolio Diversification

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Attention to detail

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor Trainee in New Brunswick, NJ, USA is between $40,000 and $50,000 per year. This range may vary depending on factors such as years of experience, education, and specific job responsibilities. Some Financial Solutions Advisor Trainees may also receive commission or bonuses on top of their base salary.

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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