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Client Investment Advisor

2 months ago

Cockeysville, Maryland, United States Bank of America Full time

Job Title: Investment Specialist Trainee

Company: Bank of America

Description:

As an Investment Specialist Trainee, you will play a pivotal role in our team by:

  • Assessing and understanding clients' financial needs to offer tailored solutions.
  • Engaging in comprehensive training programs to acquire necessary certifications.
  • Prioritizing service excellence while managing existing client relationships.
  • Delivering outstanding client support to foster and enhance long-term relationships.
  • Effectively communicating and nurturing client interactions.
  • Leveraging strong technical skills to assist in client transactions.
  • Preparing for and successfully passing licensing examinations to build a sustainable career.
  • Exhibiting qualities such as ambition, discipline, resilience, and a commitment to continuous learning.
  • Preferred qualifications include a bachelor’s degree or relevant experience in a performance-driven setting, along with financial services licenses and leadership potential.
  • Key competencies include: Establishing Trust, Customer Service, Overcoming Objections, Consulting, Risk Management, Organization, Critical Thinking, Conflict Resolution, Building Rapport, Active Listening, Customer Focus, and Analytical Thinking.
  • Additional attributes: Attention to Detail, Prioritization, Decision Making, Emotional Intelligence, Result Orientation, Written Communication, Account Management, Adaptability, Coaching, and Referral Identification.
Shift: 1st shift (United States of America)

Hours Per Week: 40