Financial Solutions Advisor Trainee
Bank of America
full-time
Posted on:
Location Type: Office
Location: Frisco • Texas • 🇺🇸 United States
Visit company websiteJob Level
Entry Level
About the role
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners.
- Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
Requirements
- A bachelor's degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
- Strong computer skills with an ability to multitask in a demanding environment.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client relationship managementcommunicationpresentation skillscollaborationmultitaskingproblem-solving
Certifications
bachelor's degree