Financial Solutions Advisor Trainee — Development Path

Bank of America; Anchorage (AK); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching from experienced managers

Opportunities for ongoing professional development

Job summary

Bank of America is seeking a Financial Solutions Advisor based in Anchorage, Alaska. This role involves obtaining required securities licenses and providing comprehensive financial advice to clients. You will manage client portfolios and develop strong relationships by identifying their financial needs.

The position offers extensive training and career growth opportunities within the Merrill Wealth Management framework, aiming to empower clients to achieve their financial goals.

Qualifications

• Confident in a sales role with strong communication skills.
• Ability to maintain effective time management.
• Proven results-driven mindset prioritizing client interests.

Responsibilities

• Obtain necessary securities licenses including SIE, Series 7 and 66.
• Provide holistic financial advice and develop client relationships.
• Manage a client portfolio while delivering comprehensive advice.

Skills

Sales skills

Client relationship management

Effective communication

Proactive mindset

Education

Bachelor’s degree

Minimum of one year of financial services experience

Job description

Bank of America is seeking a Financial Solutions Advisor based in Anchorage, Alaska. This role involves obtaining required securities licenses and providing comprehensive financial advice to clients. You will manage client portfolios and develop strong relationships by identifying their financial needs.

The position offers extensive training and career growth opportunities within the Merrill Wealth Management framework, aiming to empower clients to achieve their financial goals.