Full-Time

Advisor Development Program

Financial Solutions Advisor Trainee

Posted on 1/17/2025

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Entry, Junior

Virginia Beach, VA, USA

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales

You match the following Bank of America's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
Responsibilities
  • Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams
  • Learn foundational skills needed to be an advisor
  • Acquire, build, and manage client relationships
  • Consider a client’s complex financial picture and guide them with advice and solutions
  • Deliver Bank of America’s core banking and investment solutions
  • Transition to a local Merrill Wealth Management office and build a portfolio of affluent and high net worth clients
Desired 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

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company has a significant presence in the U.S., serving around 56 million consumer and small business accounts. It is recognized as a leading wealth management firm and excels in corporate and investment banking as well as trading. What sets Bank of America apart from its competitors is its extensive network and comprehensive suite of services that cater to various customer needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Focus on digital banking enhances customer experience and operational efficiency.
  • Expansion in wealth management aligns with global trends in personalized services.
  • Partnerships in blockchain solutions offer faster, secure transactions.

What critics are saying

  • Increased competition in credit facilities may impact market share.
  • Large corporations raising capital through share sales could affect liquidity management.
  • Syndicated loan platforms may disrupt traditional lending models.

What makes Bank of America unique

  • Bank of America is a leader in corporate and investment banking globally.
  • The bank is a key player in sustainable finance and green bonds.
  • It heavily invests in AI for risk management and fraud detection.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

INACTIVE