Investment Solutions Advisor Trainee

2 weeks ago


Santa Paula, California, United States Bank of America Full time

Position Overview:

The role of the Investment Solutions Advisor Trainee focuses on the Consumer Finance sector. This position is pivotal in providing tailored financial guidance to clients across various locations.

About Us:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, ensuring we deliver value to our clients, employees, communities, and shareholders.

Our Commitment:

We are dedicated to fostering a diverse and inclusive workplace. We value a wide range of backgrounds and experiences, investing in our employees and their families through competitive benefits that support their overall well-being.

Career Development:

Working with us offers a pathway to a fulfilling career, filled with opportunities for growth and impact. We connect with millions of clients daily, providing essential support as they navigate their financial journeys.

Role Responsibilities:

As a Financial Solutions Advisor Stage I, you will:

  • Engage in a comprehensive training program designed to equip you with essential industry licenses.
  • Develop foundational skills in client relationship management and financial advising.
  • Transition into a financial center role, delivering core banking and investment solutions.

Advancement Opportunities:

Upon demonstrating success, you may progress to Financial Solutions Advisor Stage II, where you will deepen client relationships and explore various career paths within Bank of America and Merrill.

Training and Support:

We provide extensive training, one-on-one coaching, and resources to help you succeed. You will learn to identify client needs and recommend appropriate financial solutions.

Qualifications:

We seek individuals who:

  • Set and achieve personal goals.
  • Excel in a sales-oriented environment.
  • Communicate effectively with diverse clients.
  • Collaborate with team members to achieve objectives.
  • Adapt to new information and challenges.

Desired Skills:

Preferred candidates will have:

  • Strong multitasking abilities in a dynamic setting.
  • A background in financial services or sales.
  • Experience in assessing client needs and building relationships.

Work Environment:

This position adheres to the SAFE Act registration requirements, ensuring compliance with federal regulations.

Equal Opportunity Employer:

Bank of America is committed to equal employment opportunities, promoting a diverse workforce and inclusive culture.



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