Advisor Development Program – Financial Solutions Advisor Trainee
| Company | Bank of America |
|---|---|
| Location | Tallahassee, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Responsibilities
- Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams
- Acquire, build, and manage client relationships
- Consider a client’s complex financial picture and guide them with advice and solutions
- Help deliver Bank of America’s core banking and investment solutions
- Transition to a local Merrill Wealth Management office and build a portfolio of affluent and high net worth clients
Preferred Qualifications
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously