Financial Solutions Advisor Trainee - Path to MFSA

Bank of America Corporation; Sebastian (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Solutions Advisor Trainee in Sebastian, FL. The role involves completing the Advisor Development Program to obtain Securities Industry licenses and develop foundational skills needed for financial advising.

You will manage client relationships and provide personalized financial solutions. Successful candidates will progress through the program with the ultimate aim of becoming a Merrill Financial Advisor.

Strong communication and goal-setting skills are essential, along with a background in sales or financial services.

Qualifications

• Achieves set goals consistently.
• Comfortable in a sales role.
• Communicates effectively with diverse clients.
• Collaborates efficiently in team settings.
• Manages complex tasks in fast-paced environments.
• Learns quickly and adapts to new information.
• Manages time and workload effectively.
• Incorporates regulatory due diligence into strategies.

Responsibilities

• Obtain necessary Securities Industry licenses.
• Build and manage client relationships.
• Guide clients through financial advice and solutions.
• Progress through stages of the Advisor Development Program.
• Deliver banking and investment solutions to clients.

Skills

Goal achievement

Sales role comfort

Clear communication

Collaborative teamwork

Complexity management

Adaptability

Time management

Regulatory due diligence

Education

Bachelor's degree or 1-2 years in financial services/sales

Tools

Computer proficiency

Job description

Bank of America Corporation is seeking a Financial Solutions Advisor Trainee in Sebastian, FL. The role involves completing the Advisor Development Program to obtain Securities Industry licenses and develop foundational skills needed for financial advising.

You will manage client relationships and provide personalized financial solutions. Successful candidates will progress through the program with the ultimate aim of becoming a Merrill Financial Advisor.

Strong communication and goal-setting skills are essential, along with a background in sales or financial services.