Advisor Development Program - Financial… at Bank of America · Chicago

Summary: Bank of America is a leading provider of comprehensive wealth management and investment products. They are seeking a Financial Solutions Advisor Trainee to obtain necessary licenses and provide holistic financial advice to clients. Responsibilities: - Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams - Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions - Demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs - Align Merrill and Bank of America products and services where appropriate - 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 - 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 Required Qualifications: - 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 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 Required Skills: Sales, Client relationship management, Regulatory due diligence, Financial services industry knowledge, SAFE Act registration, Technology adaptation, Confidence, Results-driven mindset, Prioritizing client interests Benefits: Industry-leading benefits, Access to paid time off, Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.