Bank of America

Financial Solutions Advisor Trainee – Advisor Development Program

Bank of America

full-time

Posted on:

Location Type: Office

Location: Bozeman • Colorado • Idaho • United States

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Job Level

Entry Level

About the role

  • Obtain Securities Industry licenses and receive dedicated and personalized classes
  • Acquire, build and manage client relationships
  • Consider complex financial pictures and provide advice and solutions
  • Provide end-to-end comprehensive advice
  • Deliver client reviews/presentations with confidence

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
  • 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.
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.

Hard Skills & Tools
Securities Industry licensesfinancial services experienceclient solutionsregulatory due diligence
Soft Skills
confidenceclient relationship managementeffective communicationcollaborationproactive mindsettime managementresults-driven mindsetadaptability
Certifications
Bachelor’s degree