Financial Solutions Advisor Trainee – Advisor Development Program
Bank of America
full-time
Posted on:
Location Type: Office
Location: Boulder • Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $34 per hour
Job Level
Entry Level
About the role
- Obtain Securities Industry licenses
- Receive training on financial advising skills
- Provide holistic financial advice as phone-based licensed advisor
- Manage client relationships and investment goals
- Receive ongoing training and development to become a financial advisor
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
- industry-leading benefits
- access to paid time off
- resources and support to employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial advisingclient relationship managementinvestment goal managementregulatory due diligencesales experience
Soft skills
effective communicationcollaborationproactive mindsettime managementresults-driven mindset
Certifications
Securities Industry licenses