Advisor Development Program - Financial Solutions Advisor - Sherwood Financial Center
About The Position
At Bank of America, the purpose is to help make financial lives better through the power of every connection, driven by Responsible Growth and delivering for clients, teammates, communities, and shareholders. The company is committed to being a great place to work, fostering an inclusive workplace, attracting and developing exceptional talent, supporting teammates' physical, emotional, and financial wellness, recognizing performance, and making an impact in communities. Bank of America maintains an in-office culture with specific attendance requirements, while also offering appropriate flexibility. This role involves joining the wealth management team at Bank of America and Merrill, advising and guiding clients on achieving their financial goals, and supporting them with personal investing tools and resources. The position is subject to SAFE Act registration requirements, meaning employees must register with the federal registry system and remain in good standing, including submitting to a SAFE Act background check. Failure to maintain registration may lead to disciplinary action up to termination.
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
Nice To Haves
- 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
Responsibilities
- Advise and guide clients on how to achieve their financial goals
- Support clients with personal investing tools and resources
- Register with the federal registry system and remain in good standing as per SAFE Act requirements
- Submit to the required SAFE Act background check
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Pay Transparency
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
