Financial Solutions Advisor Trainee
Bank of America
full-time
Posted on:
Location Type: Office
Location: Houston • Texas • 🇺🇸 United States
Visit company websiteJob Level
Entry Level
About the role
- At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country
- As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better
- You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your onboarding experience
- You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions
- You will work with both affluent and high-net-worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients
- You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients
Requirements
- Sets and accomplishes goals, achieving whatever you put your mind to
- Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients
- Communicates clearly and confidently with clients from all walks of life
- Works well with others and collaborates productively to get things done
- Can manage complexity, prioritize tasks and execute in a fast-paced environment
- Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
- Efficiently manages your time and capacity
- Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients
Benefits
- Unlimited potential for financial growth
- A strong referral base from across the business through our relationship with one in every two households
- Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education
- Robust marketing support to reach wider audiences with greater appeal
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
- Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
goal settingsalesrelationship buildingcommunicationcollaborationtime managementadaptabilityproblem solvingthoroughnessregulatory due diligence