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

Summary: Bank of America is a leading financial institution, and they are seeking a Financial Solutions Advisor Trainee within the Advisor Development Program. This role involves obtaining necessary securities licenses and providing clients with holistic financial advice while developing skills to manage client relationships and investment strategies. Responsibilities: - Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams - Provide clients with holistic financial advice and guidance - Identify broader product and service solutions that meet clients' investment, savings and liability management needs - Demonstrate knowledge of investments and financial markets and apply key principles appropriate to individual client's investment needs - Align Merrill and Bank of America products and services where appropriate - Work with affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations - Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence - 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: Securities Industry Essentials (SIE) license, Series 7 license, Series 66 license, Regulatory due diligence, Financial services industry knowledge, Sales experience, Results-driven mindset Benefits: Industry-leading benefits, Access to paid time off