Financial Advisor: Elite Training & Growth Path

Bank of America; Lincoln (NE); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan opportunities

Job summary

Bank of America is seeking a Financial Advisor to join the Advisor Development Program in Lincoln, Nebraska. This role involves working with high-net worth clients, assessing their financial goals, and providing tailored investment recommendations. Candidates should hold relevant licenses and have experience in the financial services industry. The position offers comprehensive training, performance-based incentives, and industry-leading benefits. Salary ranges from $80,000 to $90,000 annually depending on qualifications.

Qualifications

• Currently holds Series 7 & 66 (or equivalents) licenses.
• Minimum of one year experience in financial service or sales.
• Proven ability to engage and influence others.

Responsibilities

• Develop a book of business to meet performance targets.
• Provide financial recommendations to clients.
• Document client interactions in Salesforce.

Skills

Business Acumen

Oral Communications

Client Solutions Advisory

Analytical Thinking

Risk Management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Financial Advisor to join the Advisor Development Program in Lincoln, Nebraska. This role involves working with high-net worth clients, assessing their financial goals, and providing tailored investment recommendations. Candidates should hold relevant licenses and have experience in the financial services industry. The position offers comprehensive training, performance-based incentives, and industry-leading benefits. Salary ranges from $80,000 to $90,000 annually depending on qualifications.